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Plante Moran Financial Advisors’s Werner Enterprises WERN Stock Holding History

Plante Moran Financial Advisors’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 		$436 Buy
+10
New +$377 ﹤0.01% 1174
2016
Q4 		– Sell
-588
Closed -$14K – 1045
2016
Q3 		$14K Buy
+588
New +$14K 0.01% 548

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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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's WERN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Werner Enterprises (WERN) in Q2 2026: 10 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WERN as recently as Q3 2016.

Plante Moran Financial Advisors first reported a position in WERN in Q3 2016 and has held it in 2 quarters since. The position peaked at $14K in Q3 2016. 270 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Plante Moran Financial Advisors held 10 shares of Werner Enterprises worth $436 as of Q2 2026.
  • Werner Enterprises was a new Plante Moran Financial Advisors position in Q2 2026.
  • Werner Enterprises made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1174 holding.
  • Plante Moran Financial Advisors first reported a position in Werner Enterprises in Q3 2016 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Werner Enterprises position peaked at $14K in Q3 2016.
  • 270 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.