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Congress Wealth Management’s Saia SAIA Stock Holding History

Congress 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
-27,483
Closed -$9.6M – 1210
2025
Q1 		$9.6M Sell
27,483
-4,354
-14% -$1.89M 0.12% 207
2024
Q4 		$14.5M Sell
31,837
-1,219
-4% -$603K 0.2% 147
2024
Q3 		$14.5M Buy
33,056
+104
+0.3% +$44K 0.19% 158
2024
Q2 		$15.6M Buy
32,952
+62
+0.2% +$28.9K 0.25% 115
2024
Q1 		$19.2M Sell
32,890
-7,884
-19% -$4.13M 0.33% 76
2023
Q4 		$17.9M Buy
40,774
+1,684
+4% +$680K 0.33% 72
2023
Q3 		$15.6M Buy
39,090
+384
+1% +$155K 0.32% 69
2023
Q2 		$13.3M Sell
38,706
-7,342
-16% -$2.12M 0.31% 88
2023
Q1 		$12.5M Buy
46,048
+3,867
+9% +$1.03M 0.3% 88
2022
Q4 		$8.84M Sell
42,181
-3,833
-8% -$835K 0.23% 135
2022
Q3 		$8.74M Buy
46,014
+1,611
+4% +$342K 0.24% 134
2022
Q2 		$8.35M Buy
44,403
+484
+1% +$97.2K 0.21% 142
2022
Q1 		$10.7M Buy
+43,919
New +$12.2M 0.23% 119

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Congress Wealth Management sold out of Saia (SAIA) in Q2 2025, closing a stake of 27,483 shares — an estimated $9.6M sold.

Congress Wealth Management first reported a position in SAIA in Q1 2022 and held it in 13 quarters. The position peaked at $19.2M in Q1 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Congress Wealth Management reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 27,483 Saia shares in Q2 2025, an estimated $9.6M.
  • Congress Wealth Management first reported a position in Saia in Q1 2022 and held it in 13 quarters.
  • Congress Wealth Management's Saia position peaked at $19.2M in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

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