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Pinnacle Wealth Planning Services’s Werner Enterprises WERN Stock Holding History

Pinnacle Wealth Planning Services’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 		$313K Buy
7,182
+4,642
+183% +$175K 0.03% 353
2026
Q1 		$74.7K Buy
2,540
+89
+4% +$2.88K 0.01% 976
2025
Q4 		$73.6K Buy
+2,451
New +$67.3K 0.01% 963
2021
Q1 		– Sell
-132
Closed -$5K – 1936
2020
Q4 		$5K Buy
+132
New +$5.37K ﹤0.01% 1691

Other funds holding WERN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's WERN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Werner Enterprises (WERN) stake by 183% in Q2 2026, buying an estimated $175K and bringing the position to 7,182 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #353.

Pinnacle Wealth Planning Services first reported a position in WERN in Q4 2020 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,182 shares of Werner Enterprises worth $313K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4,642 Werner Enterprises shares in Q2 2026, an estimated $175K.
  • Werner Enterprises made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #353 holding.
  • Pinnacle Wealth Planning Services first reported a position in Werner Enterprises in Q4 2020 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.