Curated Wealth Partners’s Saia SAIA Stock Holding History

Curated 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
2026 Q2	–	Sell	-664	Closed	-$233K	–	260
2026 Q1	$233K	Buy	+664	New	+$242K	0.03%	191

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

Curated Wealth Partners's SAIA Position: Q2 2026 in Review

Curated Wealth Partners sold out of Saia (SAIA) in Q2 2026, closing a stake of 664 shares — an estimated $233K sold.

Curated Wealth Partners first reported a position in SAIA in Q1 2026 and held it in 1 quarter. The position peaked at $233K in Q1 2026. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Curated Wealth Partners reported no remaining Saia position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 664 Saia shares in Q2 2026, an estimated $233K.
Curated Wealth Partners first reported a position in Saia in Q1 2026 and held it in 1 quarter.
Curated Wealth Partners's Saia position peaked at $233K in Q1 2026.
518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.