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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Principia Wealth Advisory's SAIA Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Saia (SAIA) in Q4 2025: 1 share worth $327. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in SAIA as recently as Q1 2025.

Principia Wealth Advisory first reported a position in SAIA in Q1 2025 and has held it in 2 quarters since. The position peaked at $750 in Q1 2025. 429 funds tracked by Wall St. Rank hold SAIA as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Saia worth $327 as of Q4 2025.
  • Saia was a new Principia Wealth Advisory position in Q4 2025.
  • Saia made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #878 holding.
  • Principia Wealth Advisory first reported a position in Saia in Q1 2025 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Saia position peaked at $750 in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Saia as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.