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United Services Automobile Association’s Wendy's WEN Stock Holding History

United Services Automobile Association’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
Q2 		– Sell
-11,021
Closed -$161K – 1011
2025
Q1 		$161K Buy
+11,021
New +$166K 0.01% 1047
2024
Q3 		– Sell
-11,928
Closed -$202K – 454
2024
Q2 		$202K Hold
11,928
– – 0.01% 451
2024
Q1 		$225K Sell
11,928
-1,458
-11% -$27.4K 0.01% 433
2023
Q4 		$261K Hold
13,386
– – 0.01% 420
2023
Q3 		$273K Buy
13,386
+2,917
+28% +$60.9K 0.01% 369
2023
Q2 		$228K Hold
10,469
– – 0.01% 338
2023
Q1 		$228K Sell
10,469
-8,414
-45% -$185K 0.01% 321
2022
Q4 		$427K Hold
18,883
– – 0.01% 467
2022
Q3 		$352K Hold
18,883
– – 0.01% 494
2022
Q2 		$357K Buy
+18,883
New +$358K 0.01% 491
2019
Q3 		– Sell
-28,649
Closed -$561K – 1728
2019
Q2 		$561K Buy
28,649
+219
+0.8% +$4.12K ﹤0.01% 1573
2019
Q1 		$509K Hold
28,430
– – ﹤0.01% 1628
2018
Q4 		$444K Hold
28,430
– – ﹤0.01% 1613
2018
Q3 		$487K Hold
28,430
– – ﹤0.01% 1695
2018
Q2 		$488K Hold
28,430
– – ﹤0.01% 1696
2018
Q1 		$499K Buy
+28,430
New +$472K ﹤0.01% 1689
2017
Q3 		– Sell
-50,160
Closed -$778K – 1457
2017
Q2 		$778K Hold
50,160
– – ﹤0.01% 1215
2017
Q1 		$683K Buy
+50,160
New +$684K ﹤0.01% 1148
2013
Q3 		– Sell
-1,431,001
Closed -$8.34M – 1259
2013
Q2 		$8.34M Buy
+1,431,001
New +$8.29M 0.04% 450

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Services Automobile Association's WEN Position: Q2 2025 in Review

United Services Automobile Association sold out of Wendy's (WEN) in Q2 2025, closing a stake of 11,021 shares — an estimated $161K sold.

United Services Automobile Association first reported a position in WEN in Q2 2013 and held it in 19 quarters. The position peaked at $8.34M in Q2 2013. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • United Services Automobile Association reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 11,021 Wendy's shares in Q2 2025, an estimated $161K.
  • United Services Automobile Association first reported a position in Wendy's in Q2 2013 and held it in 19 quarters.
  • United Services Automobile Association's Wendy's position peaked at $8.34M in Q2 2013.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.