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Core Wealth Advisors (Florida)’s Saia SAIA Stock Holding History

Core Wealth Advisors (Florida)’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 – 75
2025
Q1 		$245K Hold
700
– – 0.08% 58
2024
Q4 		$319K Buy
700
+26
+4% +$12.9K 0.11% 50
2024
Q3 		$295K Hold
674
– – 0.09% 51
2024
Q2 		$320K Buy
674
+600
+811% +$279K 0.11% 48
2024
Q1 		$43.3K Hold
74
– – 0.01% 104
2023
Q4 		$32.4K Buy
+74
New +$29.9K 0.01% 111

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

Core Wealth Advisors (Florida)'s SAIA Position: Q2 2025 in Review

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

Core Wealth Advisors (Florida) first reported a position in SAIA in Q4 2023 and held it in 6 quarters. The position peaked at $320K in Q2 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Core Wealth Advisors (Florida) reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 700 Saia shares in Q2 2025, an estimated $245K.
  • Core Wealth Advisors (Florida) first reported a position in Saia in Q4 2023 and held it in 6 quarters.
  • Core Wealth Advisors (Florida)'s Saia position peaked at $320K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2025, filed 14 Aug 2025.