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Pension & Wealth Management Advisors’s Saia SAIA Stock Holding History

Pension & Wealth Management Advisors’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 		– Sell
-5
Closed -$1.76K – 572
2026
Q1 		$1.76K Buy
+5
New +$1.82K ﹤0.01% 472
2025
Q4 		– Sell
-6
Closed -$1.8K – 593
2025
Q3 		$1.8K Sell
6
-4
-40% -$1.21K ﹤0.01% 489
2025
Q2 		$2.74K Buy
+10
New +$2.85K ﹤0.01% 418

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

Pension & Wealth Management Advisors's SAIA Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Saia (SAIA) in Q2 2026, closing a stake of 5 shares — an estimated $1.76K sold.

Pension & Wealth Management Advisors first reported a position in SAIA in Q2 2025 and held it in 3 quarters. The position peaked at $2.74K in Q2 2025. 483 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Saia position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5 Saia shares in Q2 2026, an estimated $1.76K.
  • Pension & Wealth Management Advisors first reported a position in Saia in Q2 2025 and held it in 3 quarters.
  • Pension & Wealth Management Advisors's Saia position peaked at $2.74K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.