AWM
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Axxcess Wealth Management’s Saia SAIA Stock Holding History

Axxcess Wealth Management’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-712
Closed -$232K – 886
2025
Q4 		$232K Sell
712
-100
-12% -$30.2K ﹤0.01% 940
2025
Q3 		$243K Sell
812
-3
-0.4% -$905 0.01% 826
2025
Q2 		$223K Buy
815
+85
+12% +$24.2K 0.01% 811
2025
Q1 		$255K Buy
730
+122
+20% +$53.1K 0.01% 737
2024
Q4 		$277K Buy
608
+10
+2% +$4.95K 0.01% 694
2024
Q3 		$261K Sell
598
-5
-0.8% -$2.12K 0.01% 737
2024
Q2 		$286K Sell
603
-2
-0.3% -$932 0.01% 663
2024
Q1 		$354K Sell
605
-5
-0.8% -$2.62K 0.01% 629
2023
Q4 		$267K Buy
610
+35
+6% +$14.1K 0.01% 681
2023
Q3 		$229K Buy
+575
New +$232K 0.01% 688

Other funds holding SAIA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return