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Diversify Advisory Services’s Saia SAIA Stock Holding History

Diversify 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
2026
Q1 		– Sell
-618
Closed -$217K – 716
2025
Q4 		$217K Buy
+618
New +$187K 0.01% 847
2024
Q3 		– Sell
-546
Closed -$239K – 677
2024
Q2 		$239K Sell
546
-744
-58% -$347K 0.01% 562
2024
Q1 		$756K Buy
+1,290
New +$675K 0.04% 312

Other funds holding SAIA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Diversify Advisory Services's SAIA Position: Q1 2026 in Review

Diversify Advisory Services sold out of Saia (SAIA) in Q1 2026, closing a stake of 618 shares — an estimated $217K sold.

Diversify Advisory Services first reported a position in SAIA in Q1 2024 and held it in 3 quarters. The position peaked at $756K in Q1 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Diversify Advisory Services reported no remaining Saia position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 618 Saia shares in Q1 2026, an estimated $217K.
  • Diversify Advisory Services first reported a position in Saia in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Saia position peaked at $756K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.