Carlson Capital’s Saia SAIA Stock Holding History

Carlson Capital’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	$3.27M	Buy	+7,772	New	+$3.42M	0.66%	37
2024 Q2	–	Sell	-4,100	Closed	-$2.4M	–	123
2024 Q1	$2.4M	Buy	+4,100	New	+$2.15M	0.19%	89
2023 Q4	–	Sell	-22,300	Closed	-$8.89M	–	158
2023 Q3	$8.89M	Buy	+22,300	New	+$9M	0.69%	41
2022 Q4	–	Sell	-23,400	Closed	-$4.45M	–	139
2022 Q3	$4.45M	Buy	23,400 +1,900	+9%	+$403K	0.34%	75
2022 Q2	$4.04M	Buy	+21,500	New	+$4.32M	0.28%	78
2022 Q1	–	Sell	-11,500	Closed	-$3.88M	–	175
2021 Q4	$3.88M	Sell	11,500 -18,043	-61%	-$5.6M	0.22%	96
2021 Q3	$7.03M	Buy	+29,543	New	+$6.83M	0.37%	58
2019 Q4	–	Sell	-145,153	Closed	-$13.6M	–	294
2019 Q3	$13.6M	Buy	+145,153	New	+$11.5M	0.25%	126

Other funds holding SAIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carlson Capital's SAIA Position: Q2 2026 in Review

Carlson Capital opened a new position in Saia (SAIA) in Q2 2026: 7,772 shares worth $3.27M. The stake represents 0.66% of the portfolio and ranks #37 among its holdings. This is a return to the name: Carlson Capital previously reported a position in SAIA as recently as Q1 2024.

Carlson Capital first reported a position in SAIA in Q3 2019 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2019. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Carlson Capital held 7,772 shares of Saia worth $3.27M as of Q2 2026.
Saia was a new Carlson Capital position in Q2 2026.
Saia made up 0.66% of Carlson Capital's portfolio in Q2 2026, its #37 holding.
Carlson Capital first reported a position in Saia in Q3 2019 and has held it in 8 quarters since.
Carlson Capital's Saia position peaked at $13.6M in Q3 2019.
518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.