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Venturi Wealth Management’s Saia SAIA Stock Holding History

Venturi 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
-870
Closed -$304K – 602
2025
Q1 		$304K Buy
870
+196
+29% +$85.3K 0.02% 441
2024
Q4 		$307K Buy
674
+81
+14% +$40.1K 0.02% 445
2024
Q3 		$259K Buy
593
+231
+64% +$97.8K 0.01% 417
2024
Q2 		$172K Buy
362
+314
+654% +$146K 0.01% 432
2024
Q1 		$28.1K Hold
48
– – ﹤0.01% 642
2023
Q4 		$21K Hold
48
– – ﹤0.01% 690
2023
Q3 		$19.1K Hold
48
– – ﹤0.01% 639
2023
Q2 		$16.4K Buy
48
+19
+66% +$5.5K ﹤0.01% 586
2023
Q1 		$7.89K Buy
+29
New +$7.74K ﹤0.01% 752

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

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

Venturi Wealth Management sold out of Saia (SAIA) in Q2 2025, closing a stake of 870 shares — an estimated $304K sold.

Venturi Wealth Management first reported a position in SAIA in Q1 2023 and held it in 9 quarters. The position peaked at $307K in Q4 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Venturi Wealth Management reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 870 Saia shares in Q2 2025, an estimated $304K.
  • Venturi Wealth Management first reported a position in Saia in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Saia position peaked at $307K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.