Baron Wealth Management’s Saia SAIA Stock Holding History

Baron 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	$398K	Buy	944 +17	+2%	+$7.47K	0.1%	147
2026 Q1	$326K	Hold	927	–	–	0.1%	170
2025 Q4	$303K	Sell	927 -9	-1%	-$2.72K	0.09%	172
2025 Q3	$280K	Buy	936 +64	+7%	+$19.3K	0.09%	171
2025 Q2	$239K	Hold	872	–	–	0.08%	182
2025 Q1	$305K	Hold	872	–	–	0.13%	126
2024 Q4	$397K	Hold	872	–	–	0.19%	87
2024 Q3	$381K	Hold	872	–	–	0.18%	92
2024 Q2	$414K	Buy	872 +2	+0.2%	+$932	0.21%	72
2024 Q1	$509K	Hold	870	–	–	0.27%	54
2023 Q4	$381K	Hold	870	–	–	0.21%	73
2023 Q3	$347K	Hold	870	–	–	0.22%	76
2023 Q2	$298K	Hold	870	–	–	0.19%	96
2023 Q1	$237K	Buy	+870	New	+$232K	0.17%	110

Other funds holding SAIA

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Baron Wealth Management increased its Saia (SAIA) stake by 1.8% in Q2 2026, buying an estimated $7.47K and bringing the position to 944 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #147.

Baron Wealth Management first reported a position in SAIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $509K in Q1 2024. 59 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Baron Wealth Management held 944 shares of Saia worth $398K as of Q2 2026.
Baron Wealth Management bought 17 Saia shares in Q2 2026, an estimated $7.47K.
Saia made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #147 holding.
Baron Wealth Management first reported a position in Saia in Q1 2023 and has held it in 14 quarters since.
Baron Wealth Management's Saia position peaked at $509K in Q1 2024.
59 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.