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 Q2	$201K	Buy	+477	New	+$210K	﹤0.01%	1015
2026 Q1	–	Sell	-712	Closed	-$232K	–	876
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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's SAIA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Saia (SAIA) in Q2 2026: 477 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SAIA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SAIA in Q3 2023 and has held it in 11 quarters since. The position peaked at $354K in Q1 2024. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Axxcess Wealth Management held 477 shares of Saia worth $201K as of Q2 2026.
Saia was a new Axxcess Wealth Management position in Q2 2026.
Saia made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1015 holding.
Axxcess Wealth Management first reported a position in Saia in Q3 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's Saia position peaked at $354K in Q1 2024.
518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.