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Challenger Wealth Management’s Saia SAIA Stock Holding History

Challenger 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
2025
Q2 		– Sell
-700
Closed -$245K – 119
2025
Q1 		$245K Buy
700
+200
+40% +$87K 0.19% 87
2024
Q4 		$228K Buy
+500
New +$247K 0.2% 101

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Challenger Wealth Management's SAIA Position: Q2 2025 in Review

Challenger Wealth Management sold out of Saia (SAIA) in Q2 2025, closing a stake of 700 shares — an estimated $245K sold.

Challenger Wealth Management first reported a position in SAIA in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q1 2025. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Challenger Wealth Management reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 700 Saia shares in Q2 2025, an estimated $245K.
  • Challenger Wealth Management first reported a position in Saia in Q4 2024 and held it in 2 quarters.
  • Challenger Wealth Management's Saia position peaked at $245K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Challenger Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.