Evergreen Capital Management’s Saia SAIA Stock Holding History

Evergreen Capital 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	$589K	Buy	1,399 +23	+2%	+$10.1K	0.01%	813
2026 Q1	$483K	Buy	1,376 +661	+92%	+$241K	0.01%	813
2025 Q4	$233K	Sell	715 -3	-0.4%	-$907	0.01%	1212
2025 Q3	$215K	Buy	+718	New	+$217K	0.01%	1194
2025 Q2	–	Sell	-841	Closed	-$294K	–	1235
2025 Q1	$294K	Sell	841 -83	-9%	-$36.1K	0.01%	760
2024 Q4	$421K	Buy	924 +53	+6%	+$26.2K	0.01%	571
2024 Q3	$381K	Buy	871 +108	+14%	+$45.7K	0.01%	617
2024 Q2	$362K	Buy	763 +135	+21%	+$62.9K	0.01%	586
2024 Q1	$367K	Buy	628 +31	+5%	+$16.2K	0.01%	557
2023 Q4	$262K	Buy	597 +24	+4%	+$9.7K	0.01%	652
2023 Q3	$228K	Buy	+573	New	+$231K	0.01%	658
2022 Q2	–	Sell	-1,029	Closed	-$251K	–	662
2022 Q1	$251K	Hold	1,029	–	–	0.01%	537
2021 Q4	$347K	Sell	1,029 -5	-0.5%	-$1.55K	0.01%	440
2021 Q3	$246K	Buy	+1,034	New	+$239K	0.01%	489

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

Evergreen Capital Management's SAIA Position: Q2 2026 in Review

Evergreen Capital Management increased its Saia (SAIA) stake by 1.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,399 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #813.

Evergreen Capital Management first reported a position in SAIA in Q3 2021 and has held it in 14 quarters since. 514 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Evergreen Capital Management held 1,399 shares of Saia worth $589K as of Q2 2026.
Evergreen Capital Management bought 23 Saia shares in Q2 2026, an estimated $10.1K.
Saia made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #813 holding.
Evergreen Capital Management first reported a position in Saia in Q3 2021 and has held it in 14 quarters since.
514 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.