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SHP Wealth Management’s Werner Enterprises WERN Stock Holding History

SHP 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
Q1 		$302 Hold
10
– – ﹤0.01% 1695
2025
Q4 		$307 Buy
+10
New +$275 ﹤0.01% 1432

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's WERN Position: Q1 2026 in Review

SHP Wealth Management held its Werner Enterprises (WERN) position steady in Q1 2026 at 10 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

SHP Wealth Management first reported a position in WERN in Q4 2025 and has held it in 2 quarters since. The position peaked at $307 in Q4 2025. 241 funds tracked by Wall St. Rank hold WERN as of Q1 2026.

  • SHP Wealth Management held 10 shares of Werner Enterprises worth $302 as of Q1 2026.
  • SHP Wealth Management left its Werner Enterprises share count unchanged in Q1 2026.
  • Werner Enterprises made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1695 holding.
  • SHP Wealth Management first reported a position in Werner Enterprises in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Werner Enterprises position peaked at $307 in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.