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Robertson Stephens Wealth Management’s Wendy's WEN Stock Holding History

Robertson Stephens 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 		$184K Sell
22,232
-2,000
-8% -$14.3K ﹤0.01% 622
2026
Q1 		$168K Buy
24,232
+2,823
+13% +$21.7K ﹤0.01% 593
2025
Q4 		$178K Buy
+21,409
New +$185K ﹤0.01% 610

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's WEN Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Wendy's (WEN) stake by 8.3% in Q2 2026, selling an estimated $14.3K and leaving 22,232 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Robertson Stephens Wealth Management first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Robertson Stephens Wealth Management held 22,232 shares of Wendy's worth $184K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 2,000 Wendy's shares in Q2 2026, an estimated $14.3K.
  • Wendy's made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #622 holding.
  • Robertson Stephens Wealth Management first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.