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Sargent Investment Group’s Wendy's WEN Stock Holding History

Sargent Investment Group’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 		$72.5K Buy
10,429
+134
+1% +$1.03K 0.01% 261
2025
Q4 		$85.8K Buy
+10,295
New +$88.8K 0.01% 255

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

Sargent Investment Group's WEN Position: Q1 2026 in Review

Sargent Investment Group increased its Wendy's (WEN) stake by 1.3% in Q1 2026, buying an estimated $1.03K and bringing the position to 10,429 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #261.

Sargent Investment Group first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $85.8K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Sargent Investment Group held 10,429 shares of Wendy's worth $72.5K as of Q1 2026.
  • Sargent Investment Group bought 134 Wendy's shares in Q1 2026, an estimated $1.03K.
  • Wendy's made up 0.01% of Sargent Investment Group's portfolio in Q1 2026, its #261 holding.
  • Sargent Investment Group first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • Sargent Investment Group's Wendy's position peaked at $85.8K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.