Principal Financial Group
WERN icon

Principal Financial Group’s Werner Enterprises WERN Stock Holding History

Principal Financial Group’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 		$12.7M Sell
290,283
-956
-0.3% -$36K 0.01% 1278
2026
Q1 		$8.57M Buy
291,239
+5,906
+2% +$191K ﹤0.01% 1410
2025
Q4 		$8.56M Sell
285,333
-3,496
-1% -$96.1K ﹤0.01% 1390
2025
Q3 		$7.6M Sell
288,829
-17,269
-6% -$484K ﹤0.01% 1428
2025
Q2 		$8.37M Sell
306,098
-1,969
-0.6% -$53.8K ﹤0.01% 1347
2025
Q1 		$9.03M Buy
308,067
+8,080
+3% +$271K 0.01% 1319
2024
Q4 		$10.8M Buy
299,987
+8,385
+3% +$321K 0.01% 1254
2024
Q3 		$11.3M Sell
291,602
-21,487
-7% -$795K 0.01% 1206
2024
Q2 		$11.2M Buy
313,089
+72,049
+30% +$2.63M 0.01% 1200
2024
Q1 		$9.43M Sell
241,040
-23,056
-9% -$919K 0.01% 1339
2023
Q4 		$11.2M Buy
264,096
+6,218
+2% +$244K 0.01% 1234
2023
Q3 		$10M Buy
257,878
+21,549
+9% +$925K 0.01% 1229
2023
Q2 		$10.4M Buy
236,329
+2,296
+1% +$103K 0.01% 1231
2023
Q1 		$10.6M Buy
234,033
+4,563
+2% +$207K 0.01% 1222
2022
Q4 		$9.24M Sell
229,470
-847
-0.4% -$34.5K 0.01% 1286
2022
Q3 		$8.66M Sell
230,317
-886
-0.4% -$36.1K 0.01% 1266
2022
Q2 		$8.91M Buy
231,203
+27,876
+14% +$1.1M 0.01% 1330
2022
Q1 		$8.34M Sell
203,327
-5,398
-3% -$238K 0.01% 1480
2021
Q4 		$9.95M Sell
208,725
-6,428
-3% -$294K 0.01% 1402
2021
Q3 		$9.53M Buy
215,153
+13,753
+7% +$630K 0.01% 1423
2021
Q2 		$8.97M Sell
201,400
-3,132
-2% -$146K 0.01% 1479
2021
Q1 		$9.65M Buy
204,532
+21,988
+12% +$956K 0.01% 1401
2020
Q4 		$7.16M Buy
182,544
+5,698
+3% +$232K 0.01% 1410
2020
Q3 		$7.43M Sell
176,846
-4,535
-3% -$201K 0.01% 1249
2020
Q2 		$7.9M Sell
181,381
-2,307
-1% -$95K 0.01% 1194
2020
Q1 		$6.66M Sell
183,688
-56,938
-24% -$2.05M 0.01% 1131
2019
Q4 		$8.76M Sell
240,626
-9,198
-4% -$336K 0.01% 1312
2019
Q3 		$8.82M Buy
249,824
+6,685
+3% +$218K 0.01% 1272
2019
Q2 		$7.56M Sell
243,139
-13,598
-5% -$439K 0.01% 1374
2019
Q1 		$8.77M Sell
256,737
-391
-0.2% -$13K 0.01% 1313
2018
Q4 		$7.6M Buy
257,128
+3,424
+1% +$112K 0.01% 1314
2018
Q3 		$8.97M Buy
253,704
+4,635
+2% +$172K 0.01% 1376
2018
Q2 		$9.35M Buy
249,069
+48,962
+24% +$1.82M 0.01% 1344
2018
Q1 		$7.3M Buy
200,107
+12,853
+7% +$500K 0.01% 1405
2017
Q4 		$7.24M Buy
187,254
+2,506
+1% +$91.1K 0.01% 1427
2017
Q3 		$6.75M Buy
184,748
+1,717
+0.9% +$54.5K 0.01% 1450
2017
Q2 		$5.37M Buy
183,031
+7,631
+4% +$208K 0.01% 1525
2017
Q1 		$4.59M Buy
175,400
+4,936
+3% +$135K 0.01% 1559
2016
Q4 		$4.59M Sell
170,464
-4,665
-3% -$120K 0.01% 1543
2016
Q3 		$4.08M Buy
175,129
+14,351
+9% +$341K 0.01% 1523
2016
Q2 		$3.69M Buy
160,778
+9,934
+7% +$248K 0.01% 1525
2016
Q1 		$4.1M Buy
150,844
+4,233
+3% +$107K 0.01% 1452
2015
Q4 		$3.43M Buy
146,611
+3,699
+3% +$96K 0.01% 1512
2015
Q3 		$3.59M Buy
142,912
+7,982
+6% +$218K 0.01% 1478
2015
Q2 		$3.54M Buy
134,930
+4,596
+4% +$131K 0.01% 1539
2015
Q1 		$4.09M Buy
130,334
+15,979
+14% +$494K 0.01% 1464
2014
Q4 		$3.56M Sell
114,355
-7,939
-6% -$224K 0.01% 1535
2014
Q3 		$3.08M Buy
122,294
+13,477
+12% +$341K 0.01% 1548
2014
Q2 		$2.88M Sell
108,817
-14,497
-12% -$376K ﹤0.01% 1612
2014
Q1 		$3.15M Buy
123,314
+11,292
+10% +$289K 0.01% 1561
2013
Q4 		$2.77M Sell
112,022
-5,322
-5% -$126K 0.01% 1606
2013
Q3 		$2.74M Buy
117,344
+13,041
+13% +$312K 0.01% 1565
2013
Q2 		$2.52M Buy
+104,303
New +$2.5M 0.01% 1530

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

Principal Financial Group's WERN Position: Q2 2026 in Review

Principal Financial Group reduced its Werner Enterprises (WERN) stake by 0.33% in Q2 2026, selling an estimated $36K and leaving 290,283 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #1278.

Principal Financial Group first reported a position in WERN in Q2 2013 and has held it in 53 quarters since. 268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Principal Financial Group held 290,283 shares of Werner Enterprises worth $12.7M as of Q2 2026.
  • Principal Financial Group sold 956 Werner Enterprises shares in Q2 2026, an estimated $36K.
  • Werner Enterprises made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1278 holding.
  • Principal Financial Group first reported a position in Werner Enterprises in Q2 2013 and has held it in 53 quarters since.
  • 268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.