Root Financial Partners
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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
Q3 		$883 Buy
+26
New +$1.02K ﹤0.01% 3001
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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Essex Investment Management
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Moody Aldrich Partners
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New York State Teachers Retirement System (NYSTRS)
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Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Root Financial Partners's WERN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Werner Enterprises (WERN) in Q3 2026: 26 shares worth $883. The stake represents ﹤0.01% of the portfolio and ranks #3001 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WERN as recently as Q1 2026.

Root Financial Partners first reported a position in WERN in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.08K in Q3 2025. 60 funds tracked by Wall St. Rank hold WERN as of Q3 2026.

  • Root Financial Partners held 26 shares of Werner Enterprises worth $883 as of Q3 2026.
  • Werner Enterprises was a new Root Financial Partners position in Q3 2026.
  • Werner Enterprises made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3001 holding.
  • Root Financial Partners first reported a position in Werner Enterprises in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Werner Enterprises position peaked at $5.08K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.