Physician Wealth Advisors’s Saia SAIA Stock Holding History

Physician Wealth 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	$5.48K	Buy	13 +1	+8%	+$439	﹤0.01%	1052
2026 Q1	$4.22K	Buy	12 +3	+33%	+$1.09K	﹤0.01%	1065
2025 Q4	$2.94K	Buy	9 +1	+13%	+$302	﹤0.01%	1139
2025 Q3	$2.4K	Buy	8 +2	+33%	+$603	﹤0.01%	1142
2025 Q2	$1.64K	Buy	+6	New	+$1.71K	﹤0.01%	1126

Other funds holding SAIA

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Physician Wealth Advisors's SAIA Position: Q2 2026 in Review

Physician Wealth Advisors increased its Saia (SAIA) stake by 8.3% in Q2 2026, buying an estimated $439 and bringing the position to 13 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Physician Wealth Advisors first reported a position in SAIA in Q2 2025 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Physician Wealth Advisors held 13 shares of Saia worth $5.48K as of Q2 2026.
Physician Wealth Advisors bought 1 Saia share in Q2 2026, an estimated $439.
Saia made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1052 holding.
Physician Wealth Advisors first reported a position in Saia in Q2 2025 and has held it in 5 quarters since.
177 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.