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Elevation Wealth Partners’s Saia SAIA Stock Holding History

Elevation Wealth Partners’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
Q3 		$3K Sell
9
-5
-36% -$1.87K ﹤0.01% 1190
2026
Q2 		$5.9K Buy
14
+5
+56% +$2.2K ﹤0.01% 974
2026
Q1 		$3.16K Buy
+9
New +$3.28K ﹤0.01% 819

Other funds holding SAIA

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners's SAIA Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Saia (SAIA) stake by 36% in Q3 2026, selling an estimated $1.87K and leaving 9 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Elevation Wealth Partners first reported a position in SAIA in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.9K in Q2 2026. 11 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • Elevation Wealth Partners held 9 shares of Saia worth $3K as of Q3 2026.
  • Elevation Wealth Partners sold 5 Saia shares in Q3 2026, an estimated $1.87K.
  • Saia made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1190 holding.
  • Elevation Wealth Partners first reported a position in Saia in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Saia position peaked at $5.9K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.