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Robertson Stephens Wealth Management, LLC → WEN
Robertson Stephens Wealth Management, LLC WEN Position History
The Wendy's Company
Quarters held
4
Latest value
$141K
Q3 2026
Peak value
$184K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $178K |
| Q1 2026 | $168K |
| Q2 2026 | $184K |
| Q3 2026 | $141K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $141K | 22.0K | — | — |
| Q2 2026 | $184K | 22.2K | — | — |
| Q1 2026 | $168K | 24.2K | — | — |
| Q4 2025 | $178K | 21.4K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M