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Legacy Wealth Asset Management’s Saia SAIA Stock Holding History

Legacy Wealth Asset 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
2025
Q2 		– Sell
-674
Closed -$236K – 358
2025
Q1 		$236K Sell
674
-35
-5% -$15.2K 0.07% 323
2024
Q4 		$323K Sell
709
-61
-8% -$30.2K 0.09% 296
2024
Q3 		$337K Buy
770
+30
+4% +$12.7K 0.09% 290
2024
Q2 		$351K Buy
740
+40
+6% +$18.6K 0.1% 283
2024
Q1 		$410K Sell
700
-109
-13% -$57.1K 0.11% 261
2023
Q4 		$355K Sell
809
-8
-1% -$3.23K 0.12% 268
2023
Q3 		$326K Sell
817
-54
-6% -$21.8K 0.12% 264
2023
Q2 		$298K Sell
871
-255
-23% -$73.8K 0.1% 285
2023
Q1 		$306K Sell
1,126
-8
-0.7% -$2.13K 0.11% 284
2022
Q4 		$238K Buy
+1,134
New +$247K 0.09% 308
2022
Q2 		– Sell
-862
Closed -$210K – 338
2022
Q1 		$210K Buy
+862
New +$239K 0.07% 292
2021
Q1 		– Sell
-1,261
Closed -$228K – 291
2020
Q4 		$228K Buy
+1,261
New +$207K 0.11% 263

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Legacy Wealth Asset Management's SAIA Position: Q2 2025 in Review

Legacy Wealth Asset Management sold out of Saia (SAIA) in Q2 2025, closing a stake of 674 shares — an estimated $236K sold.

Legacy Wealth Asset Management first reported a position in SAIA in Q4 2020 and held it in 12 quarters. The position peaked at $410K in Q1 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Legacy Wealth Asset Management reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 674 Saia shares in Q2 2025, an estimated $236K.
  • Legacy Wealth Asset Management first reported a position in Saia in Q4 2020 and held it in 12 quarters.
  • Legacy Wealth Asset Management's Saia position peaked at $410K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.