BWL
SAIA icon

Bogart Wealth LLC’s Saia SAIA Stock Holding History

Bogart Wealth LLC’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 		$7.58K Buy
18
+3
+20% +$1.32K ﹤0.01% 1084
2026
Q1 		$5.27K Buy
15
+12
+400% +$4.37K ﹤0.01% 1049
2025
Q4 		$980 Sell
3
-2
-40% -$605 ﹤0.01% 1330
2025
Q3 		$1.5K Buy
5
+4
+400% +$1.21K ﹤0.01% 1210
2025
Q2 		$274 Sell
1
-1
-50% -$285 ﹤0.01% 1392
2025
Q1 		$699 Hold
2
– – ﹤0.01% 1220
2024
Q4 		$911 Buy
+2
New +$989 ﹤0.01% 1216

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's SAIA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Saia (SAIA) stake by 20% in Q2 2026, buying an estimated $1.32K and bringing the position to 18 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Bogart Wealth LLC first reported a position in SAIA in Q4 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Bogart Wealth LLC held 18 shares of Saia worth $7.58K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Saia shares in Q2 2026, an estimated $1.32K.
  • Saia made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1084 holding.
  • Bogart Wealth LLC first reported a position in Saia in Q4 2024 and has held it in 7 quarters since.
  • 520 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.