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Atria Investments’s Werner Enterprises WERN Stock Holding History

Atria Investments’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$394K Sell
13,408
-388
-3% -$12.6K ﹤0.01% 1575
2025
Q4 		$414K Buy
13,796
+2,548
+23% +$70K ﹤0.01% 1556
2025
Q3 		$296K Sell
11,248
-1,771
-14% -$49.7K ﹤0.01% 1726
2025
Q2 		$356K Buy
13,019
+2,736
+27% +$74.8K ﹤0.01% 1604
2025
Q1 		$301K Buy
10,283
+804
+8% +$27K ﹤0.01% 1623
2024
Q4 		$340K Buy
9,479
+1,329
+16% +$50.9K ﹤0.01% 1533
2024
Q3 		$315K Buy
8,150
+2,079
+34% +$76.9K ﹤0.01% 1600
2024
Q2 		$218K Buy
+6,071
New +$222K ﹤0.01% 1773
2018
Q4 		– Sell
-6,343
Closed -$224K – 1019
2018
Q3 		$224K Buy
+6,343
New +$235K 0.01% 891

Other funds holding WERN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return