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 Q3	$312K	Sell	935 -9	-1%	-$3.37K	0.08%	190
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Baron Wealth Management's SAIA Position: Q3 2026 in Review

Baron Wealth Management reduced its Saia (SAIA) stake by 0.95% in Q3 2026, selling an estimated $3.37K and leaving 935 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #190.

Baron Wealth Management first reported a position in SAIA in Q1 2023 and has held it in 15 quarters since. The position peaked at $509K in Q1 2024. 248 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

Baron Wealth Management held 935 shares of Saia worth $312K as of Q3 2026.
Baron Wealth Management sold 9 Saia shares in Q3 2026, an estimated $3.37K.
Saia made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #190 holding.
Baron Wealth Management first reported a position in Saia in Q1 2023 and has held it in 15 quarters since.
Baron Wealth Management's Saia position peaked at $509K in Q1 2024.
248 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.