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Mirabella Financial Services’s Werner Enterprises WERN Stock Holding History

Mirabella Financial Services’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 		$1.88M Buy
42,996
+26,712
+164% +$1.01M 0.18% 53
2026
Q1 		$479K Buy
+16,284
New +$528K 0.05% 288
2024
Q3 		– Sell
-14,981
Closed -$537K – 457
2024
Q2 		$537K Buy
+14,981
New +$548K 0.04% 247
2021
Q4 		– Sell
-5,455
Closed -$241K – 626
2021
Q3 		$241K Buy
+5,455
New +$250K 0.03% 366

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 $3.37T AUM 44.26% 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

Mirabella Financial Services's WERN Position: Q2 2026 in Review

Mirabella Financial Services increased its Werner Enterprises (WERN) stake by 164% in Q2 2026, buying an estimated $1.01M and bringing the position to 42,996 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #53.

Mirabella Financial Services first reported a position in WERN in Q3 2021 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Mirabella Financial Services held 42,996 shares of Werner Enterprises worth $1.88M as of Q2 2026.
  • Mirabella Financial Services bought 26,712 Werner Enterprises shares in Q2 2026, an estimated $1.01M.
  • Werner Enterprises made up 0.18% of Mirabella Financial Services's portfolio in Q2 2026, its #53 holding.
  • Mirabella Financial Services first reported a position in Werner Enterprises in Q3 2021 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.