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Private Wealth Management Group’s Saia SAIA Stock Holding History

Private Wealth Management 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
2026
Q1 		$703 Hold
2
– – ﹤0.01% 1310
2025
Q4 		$654 Sell
2
-12
-86% -$3.63K ﹤0.01% 1354
2025
Q3 		$4.19K Buy
14
+12
+600% +$3.62K ﹤0.01% 864
2025
Q2 		$548 Sell
2
-6
-75% -$1.71K ﹤0.01% 1413
2025
Q1 		$2.8K Sell
8
-8
-50% -$3.48K ﹤0.01% 941
2024
Q4 		$7.29K Buy
16
+1
+7% +$495 ﹤0.01% 594
2024
Q3 		$6.56K Sell
15
-1
-6% -$424 ﹤0.01% 618
2024
Q2 		$7.59K Buy
16
+10
+167% +$4.66K ﹤0.01% 537
2024
Q1 		$3.51K Hold
6
– – ﹤0.01% 752
2023
Q4 		$2.63K Buy
+6
New +$2.42K ﹤0.01% 863

Other funds holding SAIA

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AllianceBernstein
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return