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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
Q2 		$1.3M Sell
3,107
-136
-4% -$59.8K 0.02% 544
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Wealth Management's SAIA Position: Q2 2026 in Review

Diversify Wealth Management reduced its Saia (SAIA) stake by 4.2% in Q2 2026, selling an estimated $59.8K and leaving 3,107 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #544.

Diversify Wealth Management first reported a position in SAIA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2026. 520 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Diversify Wealth Management held 3,107 shares of Saia worth $1.3M as of Q2 2026.
  • Diversify Wealth Management sold 136 Saia shares in Q2 2026, an estimated $59.8K.
  • Saia made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #544 holding.
  • Diversify Wealth Management first reported a position in Saia in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Saia position peaked at $1.37M in Q1 2026.
  • 520 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.