Advisornet Financial’s Saia SAIA Stock Holding History

Advisornet Financial’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 Q1	$120K	Sell	341 -5	-1%	-$1.82K	0.01%	759
2025 Q4	$113K	Buy	346 +3	+0.9%	+$907	0.01%	776
2025 Q3	$103K	Hold	343	–	–	0.01%	785
2025 Q2	$94K	Sell	343 -8	-2%	-$2.28K	0.01%	783
2025 Q1	$123K	Sell	351 -22	-6%	-$9.57K	0.01%	666
2024 Q4	$170K	Sell	373 -3	-0.8%	-$1.48K	0.01%	544
2024 Q3	$164K	Sell	376 -5	-1%	-$2.12K	0.01%	571
2024 Q2	$181K	Sell	381 -6	-2%	-$2.79K	0.02%	503
2024 Q1	$226K	Buy	387 +21	+6%	+$11K	0.02%	446
2023 Q4	$160K	Hold	366	–	–	0.01%	521
2023 Q3	$146K	Hold	366	–	–	0.01%	518
2023 Q2	$125K	Buy	366 +231	+171%	+$66.8K	0.01%	585
2023 Q1	$36.7K	Buy	135 +3	+2%	+$801	﹤0.01%	880
2022 Q4	$27.7K	Buy	132 +3	+2%	+$654	﹤0.01%	951
2022 Q3	$25K	Hold	129	–	–	﹤0.01%	1043
2022 Q2	$24K	Buy	129 +120	+1,333%	+$24.1K	﹤0.01%	1075
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	1814
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	1775
2021 Q3	$2K	Buy	+9	New	+$2.08K	﹤0.01%	1772

Other funds holding SAIA

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return