Journey Strategic Wealth’s Saia SAIA Stock Holding History

Journey Strategic 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
2026 Q1	$334K	Buy	950 +72	+8%	+$26.2K	0.01%	495
2025 Q4	$287K	Sell	878 -153	-15%	-$46.3K	0.01%	526
2025 Q3	$309K	Sell	1,031 -141	-12%	-$42.5K	0.01%	466
2025 Q2	$321K	Buy	1,172 +242	+26%	+$69K	0.01%	403
2025 Q1	$325K	Buy	930 +61	+7%	+$26.5K	0.01%	314
2024 Q4	$396K	Hold	869	–	–	0.01%	273
2024 Q3	$380K	Buy	869 +5	+0.6%	+$2.12K	0.01%	273
2024 Q2	$410K	Buy	864 +48	+6%	+$22.4K	0.02%	196
2024 Q1	$477K	Hold	816	–	–	0.02%	135
2023 Q4	$358K	Hold	816	–	–	0.02%	119
2023 Q3	$325K	Sell	816 -127	-13%	-$51.2K	0.02%	109
2023 Q2	$323K	Sell	943 -4	-0.4%	-$1.16K	0.01%	117
2023 Q1	$258K	Sell	947 -43	-4%	-$11.5K	0.03%	183
2022 Q4	$208K	Buy	+990	New	+$216K	0.02%	214
2022 Q2	–	Sell	-1,081	Closed	-$264K	–	195
2022 Q1	$264K	Buy	1,081 +126	+13%	+$34.9K	0.03%	115
2021 Q4	$322K	Buy	+955	New	+$296K	0.03%	113

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Journey Strategic Wealth's SAIA Position: Q1 2026 in Review

Journey Strategic Wealth increased its Saia (SAIA) stake by 8.2% in Q1 2026, buying an estimated $26.2K and bringing the position to 950 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #495.

Journey Strategic Wealth first reported a position in SAIA in Q4 2021 and has held it in 16 quarters since. The position peaked at $477K in Q1 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

Journey Strategic Wealth held 950 shares of Saia worth $334K as of Q1 2026.
Journey Strategic Wealth bought 72 Saia shares in Q1 2026, an estimated $26.2K.
Saia made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #495 holding.
Journey Strategic Wealth first reported a position in Saia in Q4 2021 and has held it in 16 quarters since.
Journey Strategic Wealth's Saia position peaked at $477K in Q1 2024.
453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.