Retirement Wealth Solutions’s Saia SAIA Stock Holding History

Retirement Wealth Solutions’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	–	Sell	-3	Closed	-$899	–	832
2025 Q3	$899	Buy	+3	New	+$905	﹤0.01%	585

Other funds holding SAIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Wealth Solutions's SAIA Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Saia (SAIA) in Q4 2025, closing a stake of 3 shares — an estimated $899 sold.

Retirement Wealth Solutions first reported a position in SAIA in Q3 2025 and held it in 1 quarter. The position peaked at $899 in Q3 2025. 429 funds tracked by Wall St. Rank hold SAIA as of Q4 2025.

Retirement Wealth Solutions reported no remaining Saia position as of Q4 2025 after selling out during the quarter.
Retirement Wealth Solutions sold 3 Saia shares in Q4 2025, an estimated $899.
Retirement Wealth Solutions first reported a position in Saia in Q3 2025 and held it in 1 quarter.
Retirement Wealth Solutions's Saia position peaked at $899 in Q3 2025.
429 funds tracked by Wall St. Rank held Saia as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.