Universal-Beteiligungs- und Servicegesellschaft’s Wendy's WEN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$166K	Sell	23,945 -24,224	-50%	-$186K	﹤0.01%	2005
2025 Q4	$400K	Buy	48,169 +29,444	+157%	+$254K	﹤0.01%	1778
2025 Q3	$172K	Buy	+18,725	New	+$192K	﹤0.01%	2023
2025 Q2	–	Sell	-25,049	Closed	-$366K	–	2116
2025 Q1	$366K	Buy	+25,049	New	+$377K	﹤0.01%	1733

Other funds holding WEN

TFM

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's WEN Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Wendy's (WEN) stake by 50% in Q1 2026, selling an estimated $186K and leaving 23,945 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $400K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 23,945 shares of Wendy's worth $166K as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 24,224 Wendy's shares in Q1 2026, an estimated $186K.
Wendy's made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #2005 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Wendy's in Q1 2025 and has held it in 4 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Wendy's position peaked at $400K in Q4 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.