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Summit Wealth Group (Colorado)’s Saia SAIA Stock Holding History

Summit Wealth Group (Colorado)’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
-1,890
Closed -$753K – 570
2025
Q3 		$753K Buy
+1,890
New +$570K 0.08% 204

Other funds holding SAIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SAIA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Saia (SAIA) in Q4 2025, closing a stake of 1,890 shares — an estimated $753K sold.

Summit Wealth Group (Colorado) first reported a position in SAIA in Q3 2025 and held it in 1 quarter. The position peaked at $753K in Q3 2025. 429 funds tracked by Wall St. Rank hold SAIA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Saia position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,890 Saia shares in Q4 2025, an estimated $753K.
  • Summit Wealth Group (Colorado) first reported a position in Saia in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Saia position peaked at $753K in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Saia as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.