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CreativeOne Wealth’s Saia SAIA Stock Holding History

CreativeOne Wealth’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
-1,618
Closed -$565K – 1176
2025
Q1 		$565K Sell
1,618
-61
-4% -$26.5K 0.02% 649
2024
Q4 		$765K Sell
1,679
-274
-14% -$136K 0.02% 560
2024
Q3 		$854K Buy
+1,953
New +$827K 0.03% 482
2024
Q2 		– Sell
-1,890
Closed -$1.11M – 893
2024
Q1 		$1.11M Buy
+1,890
New +$989K 0.04% 355
2023
Q3 		– Sell
-1,945
Closed -$666K – 778
2023
Q2 		$666K Sell
1,945
-393
-17% -$114K 0.03% 417
2023
Q1 		$636K Buy
2,338
+18
+0.8% +$4.8K 0.03% 406
2022
Q4 		$486K Sell
2,320
-386
-14% -$84.1K 0.03% 440
2022
Q3 		$514K Buy
2,706
+391
+17% +$82.9K 0.03% 396
2022
Q2 		$435K Buy
2,315
+257
+12% +$51.6K 0.02% 451
2022
Q1 		$502K Buy
2,058
+171
+9% +$47.4K 0.03% 431
2021
Q4 		$636K Sell
1,887
-306
-14% -$95K 0.03% 391
2021
Q3 		$522K Buy
2,193
+72
+3% +$16.6K 0.03% 394
2021
Q2 		$444K Buy
+2,121
New +$481K 0.03% 411

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

CreativeOne Wealth's SAIA Position: Q2 2025 in Review

CreativeOne Wealth sold out of Saia (SAIA) in Q2 2025, closing a stake of 1,618 shares — an estimated $565K sold.

CreativeOne Wealth first reported a position in SAIA in Q2 2021 and held it in 13 quarters. The position peaked at $1.11M in Q1 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • CreativeOne Wealth reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,618 Saia shares in Q2 2025, an estimated $565K.
  • CreativeOne Wealth first reported a position in Saia in Q2 2021 and held it in 13 quarters.
  • CreativeOne Wealth's Saia position peaked at $1.11M in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.