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Advisor OS’s Saia SAIA Stock Holding History

Advisor OS’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
Q3 		– Sell
-837
Closed -$229K – 507
2025
Q2 		$229K Buy
837
+104
+14% +$29.6K 0.02% 406
2025
Q1 		$256K Sell
733
-41
-5% -$17.8K 0.03% 360
2024
Q4 		$353K Sell
774
-615
-44% -$304K 0.04% 287
2024
Q3 		$607K Sell
1,389
-679
-33% -$288K 0.06% 231
2024
Q2 		$981K Sell
2,068
-33
-2% -$15.4K 0.11% 164
2024
Q1 		$1.23M Buy
2,101
+197
+10% +$103K 0.14% 131
2023
Q4 		$834K Sell
1,904
-89
-4% -$36K 0.11% 163
2023
Q3 		$795K Buy
1,993
+121
+6% +$48.8K 0.12% 155
2023
Q2 		$641K Buy
1,872
+79
+4% +$22.9K 0.1% 180
2023
Q1 		$488K Buy
+1,793
New +$479K 0.12% 167

Other funds holding SAIA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Advisor OS's SAIA Position: Q3 2025 in Review

Advisor OS sold out of Saia (SAIA) in Q3 2025, closing a stake of 837 shares — an estimated $229K sold.

Advisor OS first reported a position in SAIA in Q1 2023 and held it in 10 quarters. The position peaked at $1.23M in Q1 2024. 423 funds tracked by Wall St. Rank hold SAIA as of Q3 2025.

  • Advisor OS reported no remaining Saia position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 837 Saia shares in Q3 2025, an estimated $229K.
  • Advisor OS first reported a position in Saia in Q1 2023 and held it in 10 quarters.
  • Advisor OS's Saia position peaked at $1.23M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Saia as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.