Position in SAIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,805,767
+$2,485,410 QoQ
Shares Held
6,662
+42.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 510 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $16,433,764 across 10 Trucking names. SAIA ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
21,846 | $4,731,843 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
53,380 | $4,156,700 | |
| 3 | SAIA |
Saia Inc
This page
|
6,662 | $2,805,767 | |
| 4 | XPO |
XPO, Inc.
|
10,067 | $2,066,654 | |
| 5 | SNDR |
Schneider National, Inc.
|
23,740 | $867,222 | |
| 6 | RXO |
RXO, Inc.
|
23,573 | $650,379 | |
| 7 | MRTN |
Marten Transport Ltd
|
19,445 | $337,370 | |
| 8 | WERN |
Werner Enterprises Inc
|
7,123 | $310,634 |
All Filings in SAIA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,805,767 | 6,662 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $320,357 | 4,688 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $311,500 | 954 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $281,099 | 939 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $241,933 | 883 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $308,073 | 676 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $295,150 | 675 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,157,348 | 6,657 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,521,350 | 4,310 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,792,758 | 4,091 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||