Pinnacle Wealth Planning Services, Inc.
Position in WERN — Werner Enterprises Inc
CIK 1726752
MANSFIELD, OH
Position in WERN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$313,207
+$238,506 QoQ
Shares Held
7,182
+182.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#165
of 267 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,499,989 across 10 Trucking names. WERN ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
1,632 | $353,491 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
4,506 | $350,882 | |
| 3 | WERN |
Werner Enterprises Inc
This page
|
7,182 | $313,207 | |
| 4 | ARCB |
Arcbest Corp /Tx/
|
1,439 | $206,554 | |
| 5 | SNDR |
Schneider National, Inc.
|
2,663 | $97,279 | |
| 6 | RXO |
RXO, Inc.
|
3,212 | $88,619 | |
| 7 | SAIA |
Saia Inc
|
94 | $39,589 | |
| 8 | MRTN |
Marten Transport Ltd
|
1,098 | $19,050 |
All Filings in WERN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,207 | 7,182 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $74,701 | 2,540 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $73,554 | 2,451 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $5,177 | 132 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||