IAG Wealth Partners’s Wendy's WEN Stock Holding History

IAG Wealth Partners’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188	Hold	27	–	–	﹤0.01%	507
2025 Q4	$225	Hold	27	–	–	﹤0.01%	491
2025 Q3	$247	Hold	27	–	–	﹤0.01%	510
2025 Q2	$308	Hold	27	–	–	﹤0.01%	484
2025 Q1	$395	Hold	27	–	–	﹤0.01%	486
2024 Q4	$440	Hold	27	–	–	﹤0.01%	493
2024 Q3	$473	Hold	27	–	–	﹤0.01%	475
2024 Q2	$458	Hold	27	–	–	﹤0.01%	478
2024 Q1	$509	Hold	27	–	–	﹤0.01%	429
2023 Q4	$526	Hold	27	–	–	﹤0.01%	408
2023 Q3	$551	Hold	27	–	–	﹤0.01%	428
2023 Q2	$587	Hold	27	–	–	﹤0.01%	432
2023 Q1	$588	Hold	27	–	–	﹤0.01%	432
2022 Q4	$611	Hold	27	–	–	﹤0.01%	417
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	424
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	427
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	434
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	393
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	385
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	365
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	363
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	349
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	347
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	412
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	410
2019 Q4	$1K	Buy	+27	New	+$573	﹤0.01%	429

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's WEN Position: Q1 2026 in Review

IAG Wealth Partners held its Wendy's (WEN) position steady in Q1 2026 at 27 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #507.

IAG Wealth Partners first reported a position in WEN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1K in Q3 2022. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

IAG Wealth Partners held 27 shares of Wendy's worth $188 as of Q1 2026.
IAG Wealth Partners left its Wendy's share count unchanged in Q1 2026.
Wendy's made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #507 holding.
IAG Wealth Partners first reported a position in Wendy's in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Wendy's position peaked at $1K in Q3 2022.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.