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Safe Harbor Fiduciary’s Wendy's WEN Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-8
Closed -$67 – 206
2025
Q4 		$67 Buy
+8
New +$69 ﹤0.01% 222
2025
Q2 		$91 Hold
8
– – ﹤0.01% 226
2025
Q1 		$117 Hold
8
– – ﹤0.01% 220
2024
Q4 		$130 Hold
8
– – ﹤0.01% 186
2024
Q3 		$140 Buy
+8
New +$136 ﹤0.01% 201

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safe Harbor Fiduciary's WEN Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Wendy's (WEN) in Q1 2026, closing a stake of 8 shares — an estimated $67 sold.

Safe Harbor Fiduciary first reported a position in WEN in Q3 2024 and held it in 5 quarters. The position peaked at $140 in Q3 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 8 Wendy's shares in Q1 2026, an estimated $67.
  • Safe Harbor Fiduciary first reported a position in Wendy's in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Wendy's position peaked at $140 in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.