Superior Planning, LLC’s Werner Enterprises WERN Stock Holding History

Superior Planning, LLC’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 Q3	$1.36K	Buy	+40	New	+$1.57K	﹤0.01%	1682

Other funds holding WERN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Superior Planning, LLC's WERN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Werner Enterprises (WERN) in Q3 2026: 40 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings.

173 funds tracked by Wall St. Rank hold WERN as of Q3 2026.

Superior Planning, LLC held 40 shares of Werner Enterprises worth $1.36K as of Q3 2026.
Werner Enterprises was a new Superior Planning, LLC position in Q3 2026.
Werner Enterprises made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1682 holding.
173 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.