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Simplicity Wealth’s Saia SAIA Stock Holding History

Simplicity Wealth’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 		$274K Buy
+650
New +$286K 0.01% 872
2024
Q3 		– Sell
-675
Closed -$320K – 1064
2024
Q2 		$320K Sell
675
-32
-5% -$14.9K 0.01% 926
2024
Q1 		$414K Buy
+707
New +$370K 0.01% 804

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

Simplicity Wealth's SAIA Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Saia (SAIA) in Q2 2026: 650 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SAIA as recently as Q2 2024.

Simplicity Wealth first reported a position in SAIA in Q1 2024 and has held it in 3 quarters since. The position peaked at $414K in Q1 2024. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Simplicity Wealth held 650 shares of Saia worth $274K as of Q2 2026.
  • Saia was a new Simplicity Wealth position in Q2 2026.
  • Saia made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #872 holding.
  • Simplicity Wealth first reported a position in Saia in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Saia position peaked at $414K in Q1 2024.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.