Concord Wealth Partners’s Saia SAIA Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-1	Closed	-$456	–	946
2024 Q4	$456	Hold	1	–	–	﹤0.01%	867
2024 Q3	$437	Buy	+1	New	+$424	﹤0.01%	906

Other funds holding SAIA

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Concord Wealth Partners's SAIA Position: Q1 2025 in Review

Concord Wealth Partners sold out of Saia (SAIA) in Q1 2025, closing a stake of 1 share — an estimated $456 sold.

Concord Wealth Partners first reported a position in SAIA in Q3 2024 and held it in 2 quarters. The position peaked at $456 in Q4 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2025.

Concord Wealth Partners reported no remaining Saia position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 1 Saia share in Q1 2025, an estimated $456.
Concord Wealth Partners first reported a position in Saia in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's Saia position peaked at $456 in Q4 2024.
453 funds tracked by Wall St. Rank held Saia as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.