NW
SAIA icon

NewEdge Wealth’s Saia SAIA Stock Holding History

NewEdge 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 		$3.36M Sell
9,566
-1,112
-10% -$405K 0.04% 303
2025
Q4 		$3.49M Sell
10,678
-831
-7% -$251K 0.04% 320
2025
Q3 		$3.26M Sell
11,509
-901
-7% -$272K 0.05% 294
2025
Q2 		$3.53M Buy
12,410
+3,702
+43% +$1.05M 0.06% 268
2025
Q1 		$3.04M Sell
8,708
-369
-4% -$160K 0.06% 265
2024
Q4 		$4.14M Buy
9,077
+228
+3% +$113K 0.07% 220
2024
Q3 		$3.87M Buy
8,849
+630
+8% +$267K 0.07% 234
2024
Q2 		$3.9M Buy
8,219
+142
+2% +$66.1K 0.08% 202
2024
Q1 		$3.28M Buy
8,077
+642
+9% +$336K 0.07% 227
2023
Q4 		$3.26M Buy
7,435
+657
+10% +$265K 0.08% 206
2023
Q3 		$2.7M Buy
6,778
+578
+9% +$233K 0.09% 206
2023
Q2 		$2.12M Buy
6,200
+202
+3% +$58.5K 0.07% 240
2023
Q1 		$1.63M Buy
+5,998
New +$1.6M 0.06% 259

Other funds holding SAIA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return