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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
Q2 		$230K Buy
+547
New +$240K ﹤0.01% 1635
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's SAIA Position: Q2 2026 in Review

AE Wealth Management opened a new position in Saia (SAIA) in Q2 2026: 547 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SAIA as recently as Q4 2025.

AE Wealth Management first reported a position in SAIA in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.76M in Q4 2024. 520 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • AE Wealth Management held 547 shares of Saia worth $230K as of Q2 2026.
  • Saia was a new AE Wealth Management position in Q2 2026.
  • Saia made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1635 holding.
  • AE Wealth Management first reported a position in Saia in Q1 2022 and has held it in 12 quarters since.
  • AE Wealth Management's Saia position peaked at $1.76M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.