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Avantax Advisory Services’s Saia SAIA Stock Holding History

Avantax Advisory Services’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 		$203K Sell
741
-55
-7% -$15.7K ﹤0.01% 2198
2025
Q1 		$278K Buy
796
+118
+17% +$51.3K ﹤0.01% 1886
2024
Q4 		$309K Buy
678
+30
+5% +$14.8K ﹤0.01% 1761
2024
Q3 		$283K Sell
648
-75
-10% -$31.8K ﹤0.01% 1798
2024
Q2 		$343K Buy
+723
New +$337K ﹤0.01% 1604

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Avantax Advisory Services's SAIA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Saia (SAIA) stake by 6.9% in Q2 2025, selling an estimated $15.7K and leaving 741 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Avantax Advisory Services first reported a position in SAIA in Q2 2024 and has held it in 5 quarters since. The position peaked at $343K in Q2 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Avantax Advisory Services held 741 shares of Saia worth $203K as of Q2 2025.
  • Avantax Advisory Services sold 55 Saia shares in Q2 2025, an estimated $15.7K.
  • Saia made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2198 holding.
  • Avantax Advisory Services first reported a position in Saia in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Saia position peaked at $343K in Q2 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.