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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
Q2 		$13.4K Sell
307
-547
-64% -$20.6K ﹤0.01% 2722
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EverSource Wealth Advisors's WERN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Werner Enterprises (WERN) stake by 64% in Q2 2026, selling an estimated $20.6K and leaving 307 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

EverSource Wealth Advisors first reported a position in WERN in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.1K in Q3 2025. 270 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • EverSource Wealth Advisors held 307 shares of Werner Enterprises worth $13.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 547 Werner Enterprises shares in Q2 2026, an estimated $20.6K.
  • Werner Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2722 holding.
  • EverSource Wealth Advisors first reported a position in Werner Enterprises in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Werner Enterprises position peaked at $28.1K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.