Moody Aldrich Partners’s Werner Enterprises WERN Stock Holding History

Moody Aldrich Partners’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 Q2	$4.18M	Buy	95,875 +23,735	+33%	+$894K	0.75%	62
2026 Q1	$2.12M	Buy	+72,140	New	+$2.34M	0.38%	107
2025 Q2	–	Sell	-57,488	Closed	-$1.68M	–	199
2025 Q1	$1.68M	Sell	57,488 -865	-1%	-$29.1K	0.35%	99
2024 Q4	$2.1M	Sell	58,353 -1,666	-3%	-$63.8K	0.39%	92
2024 Q3	$2.32M	Buy	+60,019	New	+$2.22M	0.42%	91
2023 Q3	–	Sell	-71,272	Closed	-$3.15M	–	217
2023 Q2	$3.15M	Sell	71,272 -54,605	-43%	-$2.45M	0.61%	69
2023 Q1	$5.73M	Buy	125,877 +17,427	+16%	+$791K	1.16%	32
2022 Q4	$4.37M	Sell	108,450 -3,649	-3%	-$149K	0.88%	49
2022 Q3	$4.21M	Buy	112,099 +799	+0.7%	+$32.6K	0.87%	54
2022 Q2	$4.29M	Sell	111,300 -63,748	-36%	-$2.51M	0.84%	53
2022 Q1	$7.18M	Buy	175,048 +18,499	+12%	+$814K	1.01%	41
2021 Q4	$7.46M	Sell	156,549 -28,906	-16%	-$1.32M	1.04%	41
2021 Q3	$8.21M	Buy	185,455 +26,399	+17%	+$1.21M	1.04%	39
2021 Q2	$7.08M	Buy	159,056 +45,407	+40%	+$2.12M	1%	33
2021 Q1	$5.36M	Buy	113,649 +3,818	+3%	+$166K	0.77%	53
2020 Q4	$4.31M	Buy	+109,831	New	+$4.47M	0.7%	70

Other funds holding WERN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Moody Aldrich Partners's WERN Position: Q2 2026 in Review

Moody Aldrich Partners increased its Werner Enterprises (WERN) stake by 33% in Q2 2026, buying an estimated $894K and bringing the position to 95,875 shares worth $4.18M. The position accounts for 0.75% of the portfolio, ranked #62.

Moody Aldrich Partners first reported a position in WERN in Q4 2020 and has held it in 16 quarters since. The position peaked at $8.21M in Q3 2021. 268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

Moody Aldrich Partners held 95,875 shares of Werner Enterprises worth $4.18M as of Q2 2026.
Moody Aldrich Partners bought 23,735 Werner Enterprises shares in Q2 2026, an estimated $894K.
Werner Enterprises made up 0.75% of Moody Aldrich Partners's portfolio in Q2 2026, its #62 holding.
Moody Aldrich Partners first reported a position in Werner Enterprises in Q4 2020 and has held it in 16 quarters since.
Moody Aldrich Partners's Werner Enterprises position peaked at $8.21M in Q3 2021.
268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.