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Spurstone Advisory Services’s Wendy's WEN Stock Holding History

Spurstone Advisory Services’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
-1,200
Closed -$10K – 102
2025
Q4 		$10K Hold
1,200
– – 0.16% 35
2025
Q3 		$11K Buy
1,200
+600
+100% +$6.16K 0.16% 45
2025
Q2 		$6.85K Buy
+600
New +$7.32K 0.1% 78

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

Spurstone Advisory Services's WEN Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Wendy's (WEN) in Q1 2026, closing a stake of 1,200 shares — an estimated $10K sold.

Spurstone Advisory Services first reported a position in WEN in Q2 2025 and held it in 3 quarters. The position peaked at $11K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 1,200 Wendy's shares in Q1 2026, an estimated $10K.
  • Spurstone Advisory Services first reported a position in Wendy's in Q2 2025 and held it in 3 quarters.
  • Spurstone Advisory Services's Wendy's position peaked at $11K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.