Steward Partners Investment Advisory’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.2K | Buy |
4,007
+540
| +16% | +$3.86K | ﹤0.01% | 3178 |
|
|
2026
Q1 | $24.1K | Hold |
3,467
| – | – | ﹤0.01% | 3140 |
|
|
2025
Q4 | $28.9K | Hold |
3,467
| – | – | ﹤0.01% | 2967 |
|
|
2025
Q3 | $31.8K | Sell |
3,467
-550
| -14% | -$5.65K | ﹤0.01% | 2850 |
|
|
2025
Q2 | $45.9K | Buy |
4,017
+1,041
| +35% | +$12.7K | ﹤0.01% | 2525 |
|
|
2025
Q1 | $43.5K | Buy |
2,976
+1,559
| +110% | +$23.4K | ﹤0.01% | 2455 |
|
|
2024
Q4 | $23.1K | Buy |
1,417
+130
| +10% | +$2.37K | ﹤0.01% | 2717 |
|
|
2024
Q3 | $22.5K | Buy |
1,287
+850
| +195% | +$14.5K | ﹤0.01% | 2611 |
|
|
2024
Q2 | $7.41K | Sell |
437
-163
| -27% | -$2.96K | ﹤0.01% | 2917 |
|
|
2024
Q1 | $11.3K | Sell |
600
-225
| -27% | -$4.23K | ﹤0.01% | 2760 |
|
|
2023
Q4 | $16.1K | Sell |
825
-5,022
| -86% | -$96.7K | ﹤0.01% | 2507 |
|
|
2023
Q3 | $119K | Buy |
5,847
+65
| +1% | +$1.36K | ﹤0.01% | 1494 |
|
|
2023
Q2 | $126K | Sell |
5,782
-552
| -9% | -$12.3K | ﹤0.01% | 1471 |
|
|
2023
Q1 | $138K | Buy |
6,334
+5,520
| +678% | +$121K | ﹤0.01% | 1444 |
|
|
2022
Q4 | $18.4K | Sell |
814
-49
| -6% | -$1.05K | ﹤0.01% | 2270 |
|
|
2022
Q3 | $16K | Sell |
863
-63
| -7% | -$1.27K | ﹤0.01% | 2330 |
|
|
2022
Q2 | $17K | Sell |
926
-4,850
| -84% | -$91.9K | ﹤0.01% | 2306 |
|
|
2022
Q1 | $127K | Buy |
5,776
+600
| +12% | +$13.5K | ﹤0.01% | 1503 |
|
|
2021
Q4 | $123K | Sell |
5,176
-55
| -1% | -$1.22K | ﹤0.01% | 1508 |
|
|
2021
Q3 | $113K | Buy |
5,231
+546
| +12% | +$12.4K | ﹤0.01% | 1500 |
|
|
2021
Q2 | $110K | Buy |
4,685
+2,208
| +89% | +$50.7K | ﹤0.01% | 2109 |
|
|
2021
Q1 | $50.2K | Buy |
2,477
+1,691
| +215% | +$35.1K | ﹤0.01% | 1983 |
|
|
2020
Q4 | $17K | Buy |
786
+2
| +0.3% | +$46 | ﹤0.01% | 2120 |
|
|
2020
Q3 | $17K | Buy |
784
+2
| +0.3% | +$44 | ﹤0.01% | 1952 |
|
|
2020
Q2 | $17K | Sell |
782
-136
| -15% | -$2.7K | ﹤0.01% | 1842 |
|
|
2020
Q1 | $13K | Buy |
918
+142
| +18% | +$2.79K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $17K | Buy |
776
+3
| +0.4% | +$64 | ﹤0.01% | 1823 |
|
|
2019
Q3 | $15K | Buy |
773
+173
| +29% | +$3.45K | ﹤0.01% | 1844 |
|
|
2019
Q2 | $11K | Buy |
+600
| New | +$11.3K | ﹤0.01% | 1953 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$10K | – | 2154 |
|
|
2018
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 1885 |
|
|
2018
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 1750 |
|
|
2018
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 1579 |
|
|
2017
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q3 | $9K | Hold |
600
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q2 | $9K | Buy |
+600
| New | +$9.09K | ﹤0.01% | 1082 |
|
Other funds holding WEN
TFM
FFH
Steward Partners Investment Advisory's WEN Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Wendy's (WEN) stake by 16% in Q2 2026, buying an estimated $3.86K and bringing the position to 4,007 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.
Steward Partners Investment Advisory first reported a position in WEN in Q2 2017 and has held it in 35 quarters since. The position peaked at $138K in Q1 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.
- Steward Partners Investment Advisory held 4,007 shares of Wendy's worth $33.2K as of Q2 2026.
- Steward Partners Investment Advisory bought 540 Wendy's shares in Q2 2026, an estimated $3.86K.
- Wendy's made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3178 holding.
- Steward Partners Investment Advisory first reported a position in Wendy's in Q2 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's Wendy's position peaked at $138K in Q1 2023.
- 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.