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Cornerstone Planning Group’s Werner Enterprises WERN Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-4
Closed -$247 – 1851
2025
Q3 		$247 Sell
4
-90
-96% -$2.52K ﹤0.01% 1597
2025
Q2 		$2.59K Buy
+94
New +$2.57K ﹤0.01% 877
2025
Q1 		– Sell
-9
Closed -$344 – 1693
2024
Q4 		$344 Hold
9
– – ﹤0.01% 1254
2024
Q3 		$345 Buy
+9
New +$333 ﹤0.01% 1167

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Cornerstone Planning Group's WERN Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Werner Enterprises (WERN) in Q4 2025, closing a stake of 4 shares — an estimated $247 sold.

Cornerstone Planning Group first reported a position in WERN in Q3 2024 and held it in 4 quarters. The position peaked at $2.59K in Q2 2025. 220 funds tracked by Wall St. Rank hold WERN as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Werner Enterprises position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 Werner Enterprises shares in Q4 2025, an estimated $247.
  • Cornerstone Planning Group first reported a position in Werner Enterprises in Q3 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Werner Enterprises position peaked at $2.59K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.