Principia Wealth Advisory
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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
Q3 		$667 Hold
2
– – ﹤0.01% 843
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 $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principia Wealth Advisory's SAIA Position: Q3 2026 in Review

Principia Wealth Advisory held its Saia (SAIA) position steady in Q3 2026 at 2 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Principia Wealth Advisory first reported a position in SAIA in Q1 2025 and has held it in 5 quarters since. The position peaked at $842 in Q2 2026. 384 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • Principia Wealth Advisory held 2 shares of Saia worth $667 as of Q3 2026.
  • Principia Wealth Advisory left its Saia share count unchanged in Q3 2026.
  • Saia made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #843 holding.
  • Principia Wealth Advisory first reported a position in Saia in Q1 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Saia position peaked at $842 in Q2 2026.
  • 384 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.