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Roble Belko & Company’s Werner Enterprises WERN Stock Holding History

Roble Belko & Company’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
Q3 		– Sell
-3
Closed – – 493
2025
Q2 		$0 Buy
+3
New +$82 ﹤0.01% 484

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Roble Belko & Company's WERN Position: Q3 2025 in Review

Roble Belko & Company sold out of Werner Enterprises (WERN) in Q3 2025, closing a stake of 3 shares.

Roble Belko & Company first reported a position in WERN in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 226 funds tracked by Wall St. Rank hold WERN as of Q3 2025.

  • Roble Belko & Company reported no remaining Werner Enterprises position as of Q3 2025 after selling out during the quarter.
  • Roble Belko & Company sold 3 Werner Enterprises shares in Q3 2025.
  • Roble Belko & Company first reported a position in Werner Enterprises in Q2 2025 and held it in 1 quarter.
  • Roble Belko & Company's Werner Enterprises position peaked at $0 in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2025.

Based on Roble Belko & Company's 13F filing for Q3 2025, filed 24 Oct 2025.