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Creative Planning WERN Position History
Werner Enterprises, Inc.
Quarters held
8
Latest value
$7M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $31K |
| Q4 2025 | $3.1M |
| Q1 2026 | $4.2M |
| Q2 2026 | $51K |
| Q2 2026 | $8.4M |
| Q3 2026 | $42K |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 206.7K | — | — |
| Q3 2026 | $42K | 1.2K | — | — |
| Q2 2026 | $8.4M | 191.9K | — | — |
| Q2 2026 | $51K | 1.2K | — | — |
| Q1 2026 | $4.2M | 143.2K | — | — |
| Q4 2025 | $3.1M | 104.8K | — | — |
| Q3 2025 | $31K | 1.2K | — | — |
| Q3 2025 | $2.4M | 89.9K | — | — |
Other funds holding WERN
$261.2M
$218.9M
$196.2M
$195.4M
$182.9M
$181.4M
$157.1M
$130.4M