C
WERN icon

Covestor’s Werner Enterprises WERN Stock Holding History

Covestor’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 		$30K Sell
1,024
-2,237
-69% -$72.5K 0.02% 955
2025
Q4 		$98K Buy
3,261
+719
+28% +$19.8K 0.05% 591
2025
Q3 		$67K Buy
2,542
+752
+42% +$21.1K 0.04% 775
2025
Q2 		$49K Sell
1,790
-1,652
-48% -$45.1K 0.03% 897
2025
Q1 		$101K Sell
3,442
-1,362
-28% -$45.8K 0.07% 487
2024
Q4 		$173K Buy
4,804
+214
+5% +$8.2K 0.11% 242
2024
Q3 		$177K Buy
4,590
+9
+0.2% +$333 0.11% 229
2024
Q2 		$164K Buy
4,581
+1,178
+35% +$43.1K 0.11% 231
2024
Q1 		$133K Buy
3,403
+254
+8% +$10.1K 0.08% 346
2023
Q4 		$133K Buy
3,149
+747
+31% +$29.3K 0.09% 320
2023
Q3 		$94K Buy
2,402
+762
+46% +$32.7K 0.07% 454
2023
Q2 		$72K Sell
1,640
-879
-35% -$39.5K 0.05% 624
2023
Q1 		$115K Buy
2,519
+723
+40% +$32.8K 0.1% 304
2022
Q4 		$72K Sell
1,796
-1,197
-40% -$48.8K 0.06% 575
2022
Q3 		$113K Buy
2,993
+179
+6% +$7.29K 0.1% 298
2022
Q2 		$108K Buy
2,814
+427
+18% +$16.8K 0.09% 376
2022
Q1 		$98K Buy
2,387
+1,146
+92% +$50.4K 0.07% 513
2021
Q4 		$59K Buy
+1,241
New +$56.8K 0.08% 446

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