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Lodestone Wealth Management’s Wendy's WEN Stock Holding History

Lodestone Wealth Management’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
Q2 		– Sell
-97
Closed -$674 – 799
2026
Q1 		$674 Hold
97
– – ﹤0.01% 741
2025
Q4 		$808 Buy
+97
New +$837 ﹤0.01% 744

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FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lodestone Wealth Management's WEN Position: Q2 2026 in Review

Lodestone Wealth Management sold out of Wendy's (WEN) in Q2 2026, closing a stake of 97 shares — an estimated $674 sold.

Lodestone Wealth Management first reported a position in WEN in Q4 2025 and held it in 2 quarters. The position peaked at $808 in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Lodestone Wealth Management reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 97 Wendy's shares in Q2 2026, an estimated $674.
  • Lodestone Wealth Management first reported a position in Wendy's in Q4 2025 and held it in 2 quarters.
  • Lodestone Wealth Management's Wendy's position peaked at $808 in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.