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Diversify Wealth Management’s Saia SAIA Stock Holding History

Diversify Wealth Management’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 		$1.37M Buy
3,243
+675
+26% +$246K 0.02% 491
2025
Q4 		$916K Sell
2,568
-994
-28% -$300K 0.04% 335
2025
Q3 		$1.01M Buy
3,562
+257
+8% +$77.5K 0.06% 271
2025
Q2 		$995K Buy
3,305
+1,020
+45% +$291K 0.06% 270
2025
Q1 		$541K Buy
2,285
+381
+20% +$166K 0.04% 344
2024
Q4 		$858K Buy
1,904
+340
+22% +$168K 0.07% 243
2024
Q3 		$646K Buy
1,564
+185
+13% +$78.4K 0.06% 259
2024
Q2 		$521K Buy
+1,379
New +$642K 0.06% 265

Other funds holding SAIA

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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