Focus Partners Wealth
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Focus Partners Wealth’s Saia SAIA Stock Holding History

Focus Partners 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
Q1 		– Sell
-604
Closed -$275K – 2014
2024
Q4 		$275K Buy
+604
New +$299K ﹤0.01% 1589

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Focus Partners Wealth's SAIA Position: Q1 2025 in Review

Focus Partners Wealth sold out of Saia (SAIA) in Q1 2025, closing a stake of 604 shares — an estimated $275K sold.

Focus Partners Wealth first reported a position in SAIA in Q4 2024 and held it in 1 quarter. The position peaked at $275K in Q4 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2025.

  • Focus Partners Wealth reported no remaining Saia position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 604 Saia shares in Q1 2025, an estimated $275K.
  • Focus Partners Wealth first reported a position in Saia in Q4 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Saia position peaked at $275K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.