GRP
WERN icon

Global Retirement Partners’s Werner Enterprises WERN Stock Holding History

Global Retirement Partners’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 		$45.4K Buy
+1,041
New +$39.2K ﹤0.01% 2584
2025
Q4 		– Sell
-5
Closed -$132 – 4432
2025
Q3 		$132 Buy
+5
New +$140 ﹤0.01% 3767
2024
Q4 		$2.23K Sell
62
-38
-38% -$1.46K ﹤0.01% 3038
2024
Q3 		$3.86K Buy
100
+25
+33% +$925 ﹤0.01% 2680
2024
Q2 		$2.69K Hold
75
– – ﹤0.01% 2856
2024
Q1 		$2.93K Sell
75
-6
-7% -$239 ﹤0.01% 2599
2023
Q4 		$3.22K Buy
81
+21
+35% +$823 ﹤0.01% 2488
2023
Q3 		$2.3K Hold
60
– – ﹤0.01% 2484
2023
Q2 		$2.65K Buy
60
+53
+757% +$2.38K ﹤0.01% 2435
2023
Q1 		$323 Sell
7
-7
-50% -$318 ﹤0.01% 3017
2022
Q4 		$564 Hold
14
– – ﹤0.01% 2736
2022
Q3 		$1K Sell
14
-7
-33% -$285 ﹤0.01% 2616
2022
Q2 		$1K Buy
21
+7
+50% +$276 ﹤0.01% 2600
2022
Q1 		$1K Buy
+14
New +$616 ﹤0.01% 2553

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

Global Retirement Partners's WERN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Werner Enterprises (WERN) in Q2 2026: 1,041 shares worth $45.4K. The stake represents ﹤0.01% of the portfolio and ranks #2584 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WERN as recently as Q3 2025.

Global Retirement Partners first reported a position in WERN in Q1 2022 and has held it in 14 quarters since. 270 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Global Retirement Partners held 1,041 shares of Werner Enterprises worth $45.4K as of Q2 2026.
  • Werner Enterprises was a new Global Retirement Partners position in Q2 2026.
  • Werner Enterprises made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2584 holding.
  • Global Retirement Partners first reported a position in Werner Enterprises in Q1 2022 and has held it in 14 quarters since.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.