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HB Wealth Management’s Saia SAIA Stock Holding History

HB Wealth Management’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 		$554K Buy
1,314
+390
+42% +$171K ﹤0.01% 1047
2026
Q1 		$325K Buy
924
+279
+43% +$102K ﹤0.01% 1190
2025
Q4 		$211K Buy
+645
New +$195K ﹤0.01% 1311
2025
Q2 		– Sell
-664
Closed -$232K – 1278
2025
Q1 		$232K Buy
+664
New +$289K ﹤0.01% 1079

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HB Wealth Management's SAIA Position: Q2 2026 in Review

HB Wealth Management increased its Saia (SAIA) stake by 42% in Q2 2026, buying an estimated $171K and bringing the position to 1,314 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

HB Wealth Management first reported a position in SAIA in Q1 2025 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • HB Wealth Management held 1,314 shares of Saia worth $554K as of Q2 2026.
  • HB Wealth Management bought 390 Saia shares in Q2 2026, an estimated $171K.
  • Saia made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1047 holding.
  • HB Wealth Management first reported a position in Saia in Q1 2025 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.