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True Wealth Design’s Saia SAIA Stock Holding History

True Wealth Design’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 		$35.4K Buy
84
+42
+100% +$18.5K 0.01% 615
2026
Q1 		$14.8K Buy
42
+3
+8% +$1.09K ﹤0.01% 832
2025
Q4 		$12.7K Buy
+39
New +$11.8K ﹤0.01% 770
2025
Q2 		– Sell
-1
Closed -$350 – 2803
2025
Q1 		$350 Sell
1
-2
-67% -$870 ﹤0.01% 1714
2024
Q4 		$1.37K Buy
3
+2
+200% +$989 ﹤0.01% 841
2024
Q3 		$438 Hold
1
– – ﹤0.01% 1120
2024
Q2 		$475 Buy
+1
New +$466 ﹤0.01% 658

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

True Wealth Design's SAIA Position: Q2 2026 in Review

True Wealth Design increased its Saia (SAIA) stake by 100% in Q2 2026, buying an estimated $18.5K and bringing the position to 84 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #615.

True Wealth Design first reported a position in SAIA in Q2 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • True Wealth Design held 84 shares of Saia worth $35.4K as of Q2 2026.
  • True Wealth Design bought 42 Saia shares in Q2 2026, an estimated $18.5K.
  • Saia made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #615 holding.
  • True Wealth Design first reported a position in Saia in Q2 2024 and has held it in 7 quarters since.
  • 514 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.