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Sunbelt Securities’s Werner Enterprises WERN Stock Holding History

Sunbelt Securities’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 		$500 Buy
17
+15
+750% +$486 ﹤0.01% 2293
2025
Q4 		$60 Buy
+2
New +$55 ﹤0.01% 2619

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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 $580B AUM 38.23% 1-Year Est. Return

Sunbelt Securities's WERN Position: Q1 2026 in Review

Sunbelt Securities increased its Werner Enterprises (WERN) stake by 750% in Q1 2026, buying an estimated $486 and bringing the position to 17 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Sunbelt Securities first reported a position in WERN in Q4 2025 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold WERN as of Q1 2026.

  • Sunbelt Securities held 17 shares of Werner Enterprises worth $500 as of Q1 2026.
  • Sunbelt Securities bought 15 Werner Enterprises shares in Q1 2026, an estimated $486.
  • Werner Enterprises made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2293 holding.
  • Sunbelt Securities first reported a position in Werner Enterprises in Q4 2025 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.