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AE Wealth Management’s Saia SAIA Stock Holding History

AE 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
2026
Q1 		– Sell
-2,061
Closed -$673K – 2687
2025
Q4 		$673K Sell
2,061
-137
-6% -$41.4K ﹤0.01% 935
2025
Q3 		$658K Sell
2,198
-13
-0.6% -$3.92K ﹤0.01% 873
2025
Q2 		$606K Sell
2,211
-277
-11% -$78.9K ﹤0.01% 860
2025
Q1 		$869K Sell
2,488
-1,377
-36% -$599K 0.01% 745
2024
Q4 		$1.76M Buy
3,865
+57
+1% +$28.2K 0.01% 564
2024
Q3 		$1.67M Buy
3,808
+170
+5% +$72K 0.02% 585
2024
Q2 		$1.73M Buy
3,638
+1,477
+68% +$688K 0.02% 556
2024
Q1 		$1.26M Buy
2,161
+1,392
+181% +$729K 0.01% 603
2023
Q4 		$346K Buy
+769
New +$311K ﹤0.01% 1634
2022
Q3 		– Sell
-2,070
Closed -$389K – 1856
2022
Q2 		$389K Buy
2,070
+326
+19% +$65.5K ﹤0.01% 1319
2022
Q1 		$425K Buy
+1,744
New +$483K ﹤0.01% 1286

Other funds holding SAIA

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AE Wealth Management's SAIA Position: Q1 2026 in Review

AE Wealth Management sold out of Saia (SAIA) in Q1 2026, closing a stake of 2,061 shares — an estimated $673K sold.

AE Wealth Management first reported a position in SAIA in Q1 2022 and held it in 11 quarters. The position peaked at $1.76M in Q4 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • AE Wealth Management reported no remaining Saia position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,061 Saia shares in Q1 2026, an estimated $673K.
  • AE Wealth Management first reported a position in Saia in Q1 2022 and held it in 11 quarters.
  • AE Wealth Management's Saia position peaked at $1.76M in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.