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Principia Wealth Advisory’s Saia SAIA Stock Holding History

Principia Wealth Advisory’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 		$842 Hold
2
– – ﹤0.01% 802
2026
Q1 		$703 Buy
2
+1
+100% +$365 ﹤0.01% 786
2025
Q4 		$327 Buy
+1
New +$302 ﹤0.01% 878
2025
Q2 		– Sell
-2
Closed -$750 – 999
2025
Q1 		$750 Buy
+2
New +$870 ﹤0.01% 467

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

Principia Wealth Advisory's SAIA Position: Q2 2026 in Review

Principia Wealth Advisory held its Saia (SAIA) position steady in Q2 2026 at 2 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Principia Wealth Advisory first reported a position in SAIA in Q1 2025 and has held it in 4 quarters since. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Saia worth $842 as of Q2 2026.
  • Principia Wealth Advisory left its Saia share count unchanged in Q2 2026.
  • Saia made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #802 holding.
  • Principia Wealth Advisory first reported a position in Saia in Q1 2025 and has held it in 4 quarters since.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.