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

SHP 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 Q1	$459	Buy	+66	New	+$508	﹤0.01%	1634

Other funds holding WEN

TFM

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

SHP Wealth Management's WEN Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Wendy's (WEN) in Q1 2026: 66 shares worth $459. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings.

407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

SHP Wealth Management held 66 shares of Wendy's worth $459 as of Q1 2026.
Wendy's was a new SHP Wealth Management position in Q1 2026.
Wendy's made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1634 holding.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.