SAIA SAIA INC

Ownership history in Baron Wealth Management LLC  ·  13 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported SAIA INC (SAIA) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows SAIA at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in SAIA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SAIA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baron Wealth Management LLC held SAIA — position size vs. price
% of Fund (quarterly)    SAIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 927 0% 0.10% $326K 2026-04-16 $422.56
2025 Q4 REDUCED 927 -9 -1.0% 0.09% $303K 2026-01-14 $358.22
2025 Q3 ADDED 936 +64 +7.3% 0.09% $280K 2025-10-20 $310.39
2025 Q2 UNCHANGED 872 0% 0.08% $239K 2025-07-09 $301.66
2025 Q1 UNCHANGED 872 0% 0.13% $305K 2025-05-14 $288.99
2024 Q4 UNCHANGED 872 0% 0.19% $397K 2025-01-23 $501.55
2024 Q3 UNCHANGED 872 0% 0.18% $381K 2024-11-07 $545.09
2024 Q2 ADDED 872 +2 +0.2% 0.21% $414K 2024-08-13 $374.80
2024 Q1 UNCHANGED 870 0% 0.27% $509K 2024-05-08 $413.31
2023 Q4 UNCHANGED 870 0% 0.21% $381K 2024-01-04 $421.22
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baron Wealth Management LLC and SAIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning SAIA?

Baron Wealth Management LLC reported SAIA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SAIA position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for SAIA was 0.27% in 2024 Q1.

What is the latest reported SAIA position on this page?

The most recent filing on this page is 2026 Q1, when Baron Wealth Management LLC reported 927 shares, equal to 0.10% of portfolio, with an estimated market value of $326K.

What does the chart on this SAIA ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly SAIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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