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Shelton Wealth Management’s Saia SAIA Stock Holding History

Shelton Wealth Management’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
Q2 		– Sell
-2,906
Closed -$1.02M – 174
2025
Q1 		$1.02M Buy
2,906
+92
+3% +$40K 0.55% 56
2024
Q4 		$1.28M Sell
2,814
-145
-5% -$71.7K 0.66% 39
2024
Q3 		$1.29M Buy
2,959
+632
+27% +$268K 0.7% 38
2024
Q2 		$1.1M Buy
+2,327
New +$1.08M 0.63% 42

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shelton Wealth Management's SAIA Position: Q2 2025 in Review

Shelton Wealth Management sold out of Saia (SAIA) in Q2 2025, closing a stake of 2,906 shares — an estimated $1.02M sold.

Shelton Wealth Management first reported a position in SAIA in Q2 2024 and held it in 4 quarters. The position peaked at $1.29M in Q3 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Shelton Wealth Management reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 2,906 Saia shares in Q2 2025, an estimated $1.02M.
  • Shelton Wealth Management first reported a position in Saia in Q2 2024 and held it in 4 quarters.
  • Shelton Wealth Management's Saia position peaked at $1.29M in Q3 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.