Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Saia SAIA Stock Holding History

Carson Wealth (CWM 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
Q1 		$283K Buy
805
+504
+167% +$184K ﹤0.01% 2425
2025
Q4 		$98K Buy
301
+47
+19% +$14.2K ﹤0.01% 3084
2025
Q3 		$76K Buy
254
+6
+2% +$1.81K ﹤0.01% 3193
2025
Q2 		$68K Buy
248
+44
+22% +$12.5K ﹤0.01% 3030
2025
Q1 		$71K Sell
204
-6
-3% -$2.61K ﹤0.01% 2701
2024
Q4 		$96K Sell
210
-17
-7% -$8.41K ﹤0.01% 2307
2024
Q3 		$99K Sell
227
-79
-26% -$33.5K ﹤0.01% 2198
2024
Q2 		$145K Sell
306
-16
-5% -$7.45K ﹤0.01% 1761
2024
Q1 		$188K Buy
322
+91
+39% +$47.6K ﹤0.01% 1547
2023
Q4 		$101K Sell
231
-43
-16% -$17.4K ﹤0.01% 1768
2023
Q3 		$109K Sell
274
-169
-38% -$68.2K ﹤0.01% 1582
2023
Q2 		$152K Sell
443
-92
-17% -$26.6K ﹤0.01% 1365
2023
Q1 		$146K Buy
535
+7
+1% +$1.87K ﹤0.01% 1328
2022
Q4 		$111K Buy
528
+137
+35% +$29.8K ﹤0.01% 1339
2022
Q3 		$74K Buy
391
+144
+58% +$30.5K ﹤0.01% 1481
2022
Q2 		$46K Buy
247
+32
+15% +$6.43K ﹤0.01% 1668
2022
Q1 		$52K Buy
215
+34
+19% +$9.42K ﹤0.01% 1596
2021
Q4 		$61K Buy
+181
New +$56.2K ﹤0.01% 1494
2021
Q2 		$37K Hold
177
– – ﹤0.01% 1534
2021
Q1 		$37K Hold
177
– – ﹤0.01% 1534
2020
Q4 		$37K Hold
177
– – ﹤0.01% 1534
2020
Q3 		$37K Hold
177
– – ﹤0.01% 1534
2020
Q2 		$37K Hold
177
– – ﹤0.01% 1532
2020
Q1 		$37K Hold
177
– – ﹤0.01% 1532
2019
Q4 		$37K Hold
177
– – ﹤0.01% 1532
2019
Q3 		$37K Hold
177
– – ﹤0.01% 1532
2019
Q2 		$37K Hold
177
– – ﹤0.01% 1532
2019
Q1 		$37K Buy
+177
New +$11K ﹤0.01% 1532

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAIA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Saia (SAIA) stake by 167% in Q1 2026, buying an estimated $184K and bringing the position to 805 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Carson Wealth (CWM LLC) first reported a position in SAIA in Q1 2019 and has held it in 28 quarters since. 454 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 805 shares of Saia worth $283K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 504 Saia shares in Q1 2026, an estimated $184K.
  • Saia made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2425 holding.
  • Carson Wealth (CWM LLC) first reported a position in Saia in Q1 2019 and has held it in 28 quarters since.
  • 454 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.