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Summit Wealth Group (Colorado)’s Wendy's WEN Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,559
Closed -$275K – 483
2025
Q3 		$275K Buy
+5,559
New +$57.1K 0.04% 205

Other funds holding WEN

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WEN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Wendy's (WEN) in Q4 2025, closing a stake of 5,559 shares — an estimated $275K sold.

Summit Wealth Group (Colorado) first reported a position in WEN in Q3 2025 and held it in 1 quarter. The position peaked at $275K in Q3 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,559 Wendy's shares in Q4 2025, an estimated $275K.
  • Summit Wealth Group (Colorado) first reported a position in Wendy's in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Wendy's position peaked at $275K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.