Salomon & Ludwin
WERN icon

Salomon & Ludwin’s Werner Enterprises WERN Stock Holding History

Salomon & Ludwin’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 		$40.8K Hold
1,201
– – ﹤0.01% 549
2026
Q2 		$52.6K Hold
1,201
– – ﹤0.01% 513
2026
Q1 		$36.6K Buy
1,201
+449
+60% +$14.6K ﹤0.01% 663
2025
Q4 		$24.1K Buy
752
+599
+392% +$16.5K ﹤0.01% 758
2025
Q3 		$4.2K Buy
+153
New +$4.29K ﹤0.01% 1793

Other funds holding WERN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Salomon & Ludwin's WERN Position: Q3 2026 in Review

Salomon & Ludwin held its Werner Enterprises (WERN) position steady in Q3 2026 at 1,201 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Salomon & Ludwin first reported a position in WERN in Q3 2025 and has held it in 5 quarters since. The position peaked at $52.6K in Q2 2026. 111 funds tracked by Wall St. Rank hold WERN as of Q3 2026.

  • Salomon & Ludwin held 1,201 shares of Werner Enterprises worth $40.8K as of Q3 2026.
  • Salomon & Ludwin left its Werner Enterprises share count unchanged in Q3 2026.
  • Werner Enterprises made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #549 holding.
  • Salomon & Ludwin first reported a position in Werner Enterprises in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Werner Enterprises position peaked at $52.6K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.