Clearstead Advisors’s Saia SAIA Stock Holding History

Clearstead Advisors’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	$2.46K	Sell	7 -564	-99%	-$206K	﹤0.01%	1860
2025 Q4	$186K	Buy	571 +368	+181%	+$111K	﹤0.01%	952
2025 Q3	$60.8K	Sell	203 -21	-9%	-$6.33K	﹤0.01%	1216
2025 Q2	$61.4K	Buy	224 +137	+157%	+$39K	﹤0.01%	1223
2025 Q1	$30.4K	Sell	87 -427	-83%	-$186K	﹤0.01%	1298
2024 Q4	$234K	Sell	514 -153	-23%	-$75.7K	﹤0.01%	809
2024 Q3	$292K	Sell	667 -12	-2%	-$5.08K	﹤0.01%	734
2024 Q2	$322K	Buy	679 +558	+461%	+$260K	0.01%	651
2024 Q1	$48.8K	Sell	121 -161	-57%	-$84.3K	﹤0.01%	767
2023 Q4	$124K	Sell	282 -296	-51%	-$120K	0.01%	549
2023 Q3	$230K	Buy	578 +94	+19%	+$37.9K	0.01%	544
2023 Q2	$166K	Buy	484 +127	+36%	+$36.8K	0.01%	454
2023 Q1	$97.1K	Buy	357 +283	+382%	+$75.5K	0.01%	515
2022 Q4	$15.5K	Buy	+74	New	+$16.1K	﹤0.01%	842
2022 Q1	–	Sell	-168	Closed	-$57K	–	1447
2021 Q4	$57K	Hold	168	–	–	﹤0.01%	637
2021 Q3	$40K	Hold	168	–	–	﹤0.01%	649
2021 Q2	$35K	Hold	168	–	–	﹤0.01%	617
2021 Q1	$39K	Buy	+168	New	+$34.2K	﹤0.01%	581

Other funds holding SAIA

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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