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Circle Wealth Management’s Saia SAIA Stock Holding History

Circle 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 		$500K Buy
+1,188
New +$522K 0.01% 199

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 $3.37T AUM 44.26% 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

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

Circle Wealth Management opened a new position in Saia (SAIA) in Q2 2026: 1,188 shares worth $500K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings.

514 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Circle Wealth Management held 1,188 shares of Saia worth $500K as of Q2 2026.
  • Saia was a new Circle Wealth Management position in Q2 2026.
  • Saia made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #199 holding.
  • 514 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.