PWG
SAIA icon

Portside Wealth Group’s Saia SAIA Stock Holding History

Portside Wealth Group’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
Q4 		– Sell
-681
Closed -$204K – 500
2025
Q3 		$204K Buy
+681
New +$205K 0.03% 460
2025
Q2 		– Sell
-1,205
Closed -$421K – 474
2025
Q1 		$421K Buy
1,205
+6
+0.5% +$2.61K 0.07% 251
2024
Q4 		$546K Buy
1,199
+41
+4% +$20.3K 0.09% 216
2024
Q3 		$506K Sell
1,158
-103
-8% -$43.6K 0.09% 223
2024
Q2 		$598K Sell
1,261
-47
-4% -$21.9K 0.11% 183
2024
Q1 		$765K Sell
1,308
-4
-0.3% -$2.09K 0.14% 158
2023
Q4 		$575K Sell
1,312
-20
-2% -$8.08K 0.11% 191
2023
Q3 		$531K Sell
1,332
-39
-3% -$15.7K 0.1% 187
2023
Q2 		$469K Buy
+1,371
New +$397K 0.09% 202

Other funds holding SAIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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