Alliance Wealth Advisors (Utah)’s Saia SAIA Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q2	–	Sell	-787	Closed	-$275K	–	285
2025 Q1	$275K	Sell	787 -54	-6%	-$23.5K	0.07%	221
2024 Q4	$383K	Sell	841 -30	-3%	-$14.8K	0.1%	189
2024 Q3	$381K	Sell	871 -10	-1%	-$4.24K	0.1%	177
2024 Q2	$418K	Sell	881 -25	-3%	-$11.6K	0.12%	156
2024 Q1	$530K	Sell	906 -130	-13%	-$68.1K	0.16%	134
2023 Q4	$454K	Sell	1,036 -37	-3%	-$15K	0.15%	141
2023 Q3	$428K	Sell	1,073 -61	-5%	-$24.6K	0.16%	138
2023 Q2	$388K	Sell	1,134 -143	-11%	-$41.4K	0.14%	147
2023 Q1	$347K	Buy	1,277 +73	+6%	+$19.5K	0.14%	155
2022 Q4	$252K	Buy	+1,204	New	+$262K	0.11%	183

Other funds holding SAIA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Alliance Wealth Advisors (Utah)'s SAIA Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Saia (SAIA) in Q2 2025, closing a stake of 787 shares — an estimated $275K sold.

Alliance Wealth Advisors (Utah) first reported a position in SAIA in Q4 2022 and held it in 10 quarters. The position peaked at $530K in Q1 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

Alliance Wealth Advisors (Utah) reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 787 Saia shares in Q2 2025, an estimated $275K.
Alliance Wealth Advisors (Utah) first reported a position in Saia in Q4 2022 and held it in 10 quarters.
Alliance Wealth Advisors (Utah)'s Saia position peaked at $530K in Q1 2024.
425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.