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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
Q2 		$843 Hold
2
– – ﹤0.01% 1329
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

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

Private Wealth Management Group's SAIA Position: Q2 2026 in Review

Private Wealth Management Group held its Saia (SAIA) position steady in Q2 2026 at 2 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Private Wealth Management Group first reported a position in SAIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.59K in Q2 2024. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Private Wealth Management Group held 2 shares of Saia worth $843 as of Q2 2026.
  • Private Wealth Management Group left its Saia share count unchanged in Q2 2026.
  • Saia made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1329 holding.
  • Private Wealth Management Group first reported a position in Saia in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Saia position peaked at $7.59K in Q2 2024.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.