CH
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Cromwell Holdings’s Saia SAIA Stock Holding History

Cromwell Holdings’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 		$2.53K Buy
6
+2
+50% +$879 ﹤0.01% 805
2026
Q1 		$1.41K Hold
4
– – ﹤0.01% 777
2025
Q4 		$1.31K Hold
4
– – ﹤0.01% 775
2025
Q3 		$1.2K Buy
4
+1
+33% +$302 ﹤0.01% 801
2025
Q2 		$822 Buy
+3
New +$855 ﹤0.01% 849

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WA
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Assenagon Asset Management
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return