HB Wealth Management’s Werner Enterprises WERN Stock Holding History

HB Wealth Management’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	$276K	Buy	+6,323	New	+$238K	﹤0.01%	1419

Other funds holding WERN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HB Wealth Management's WERN Position: Q2 2026 in Review

HB Wealth Management opened a new position in Werner Enterprises (WERN) in Q2 2026: 6,323 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings.

268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

HB Wealth Management held 6,323 shares of Werner Enterprises worth $276K as of Q2 2026.
Werner Enterprises was a new HB Wealth Management position in Q2 2026.
Werner Enterprises made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1419 holding.
268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.