EWA
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EverSource Wealth Advisors’s Werner Enterprises WERN Stock Holding History

EverSource Wealth Advisors’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 		$25.1K Buy
854
+165
+24% +$5.35K ﹤0.01% 2364
2025
Q4 		$20.7K Sell
689
-379
-35% -$10.4K ﹤0.01% 2361
2025
Q3 		$28.1K Buy
1,068
+43
+4% +$1.21K ﹤0.01% 2106
2025
Q2 		$28K Buy
1,025
+285
+39% +$7.79K ﹤0.01% 2025
2025
Q1 		$21.7K Buy
740
+371
+101% +$12.5K ﹤0.01% 1649
2024
Q4 		$13.3K Buy
369
+182
+97% +$6.97K ﹤0.01% 1861
2024
Q3 		$7.22K Buy
187
+33
+21% +$1.22K ﹤0.01% 2051
2024
Q2 		$6.04K Buy
154
+27
+21% +$987 ﹤0.01% 2140
2024
Q1 		$4.34K Buy
127
+25
+25% +$996 ﹤0.01% 2109
2023
Q4 		$4.32K Buy
102
+60
+143% +$2.35K ﹤0.01% 1913
2023
Q3 		$1.64K Buy
+42
New +$1.8K ﹤0.01% 2073

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