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Root Financial Partners’s Werner Enterprises WERN Stock Holding History

Root Financial 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 		– Sell
-32
Closed -$941 – 3157
2026
Q1 		$941 Buy
32
+30
+1,500% +$973 ﹤0.01% 2636
2025
Q4 		$60 Sell
2
-191
-99% -$5.25K ﹤0.01% 2364
2025
Q3 		$5.08K Buy
+193
New +$5.41K ﹤0.01% 1718

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
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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

Root Financial Partners's WERN Position: Q2 2026 in Review

Root Financial Partners sold out of Werner Enterprises (WERN) in Q2 2026, closing a stake of 32 shares — an estimated $941 sold.

Root Financial Partners first reported a position in WERN in Q3 2025 and held it in 3 quarters. The position peaked at $5.08K in Q3 2025. 268 funds tracked by Wall St. Rank hold WERN as of Q2 2026.

  • Root Financial Partners reported no remaining Werner Enterprises position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 32 Werner Enterprises shares in Q2 2026, an estimated $941.
  • Root Financial Partners first reported a position in Werner Enterprises in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Werner Enterprises position peaked at $5.08K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.