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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
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 $5.72T AUM 30.48% 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 $156B AUM 27.51% 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 $2.9T AUM 29.55% 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 $717M AUM 3.8% 1-Year Est. Return

Global Retirement Partners's WERN Position: Q4 2025 in Review

Global Retirement Partners sold out of Werner Enterprises (WERN) in Q4 2025, closing a stake of 5 shares — an estimated $132 sold.

Global Retirement Partners first reported a position in WERN in Q1 2022 and held it in 13 quarters. The position peaked at $3.86K in Q3 2024. 220 funds tracked by Wall St. Rank hold WERN as of Q4 2025.

  • Global Retirement Partners reported no remaining Werner Enterprises position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 5 Werner Enterprises shares in Q4 2025, an estimated $132.
  • Global Retirement Partners first reported a position in Werner Enterprises in Q1 2022 and held it in 13 quarters.
  • Global Retirement Partners's Werner Enterprises position peaked at $3.86K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Werner Enterprises as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.