Physician Wealth Advisors’s Werner Enterprises WERN Stock Holding History

Physician 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	$829	Hold	19	–	–	﹤0.01%	1901
2026 Q1	$559	Hold	19	–	–	﹤0.01%	1882
2025 Q4	$571	Sell	19 -37	-66%	-$1.02K	﹤0.01%	1813
2025 Q3	$1.47K	Buy	56 +37	+195%	+$1.04K	﹤0.01%	1352
2025 Q2	$520	Sell	19 -14	-42%	-$383	﹤0.01%	1698
2025 Q1	$967	Buy	+33	New	+$1.11K	﹤0.01%	1091

Other funds holding WERN

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

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

Physician Wealth Advisors held its Werner Enterprises (WERN) position steady in Q2 2026 at 19 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Physician Wealth Advisors first reported a position in WERN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47K in Q3 2025. 26 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

Physician Wealth Advisors held 19 shares of Werner Enterprises worth $829 as of Q2 2026.
Physician Wealth Advisors left its Werner Enterprises share count unchanged in Q2 2026.
Werner Enterprises made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1901 holding.
Physician Wealth Advisors first reported a position in Werner Enterprises in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Werner Enterprises position peaked at $1.47K in Q3 2025.
26 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.