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EverSource Wealth Advisors’s Saia SAIA Stock Holding History

EverSource Wealth Advisors’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 		$111K Sell
264
-95
-26% -$41.7K ﹤0.01% 1326
2026
Q1 		$126K Sell
359
-69
-16% -$25.2K ﹤0.01% 1290
2025
Q4 		$140K Sell
428
-61
-12% -$18.4K 0.01% 1143
2025
Q3 		$146K Sell
489
-82
-14% -$24.7K 0.01% 1076
2025
Q2 		$156K Sell
571
-54
-9% -$15.4K 0.01% 972
2025
Q1 		$218K Sell
625
-119
-16% -$51.8K 0.01% 632
2024
Q4 		$339K Buy
744
+26
+4% +$12.9K 0.02% 470
2024
Q3 		$314K Sell
718
-14
-2% -$5.93K 0.02% 436
2024
Q2 		$306K Buy
732
+9
+1% +$4.19K 0.02% 436
2024
Q1 		$287K Buy
723
+27
+4% +$14.1K 0.02% 386
2023
Q4 		$305K Sell
696
-70
-9% -$28.3K 0.03% 335
2023
Q3 		$305K Buy
766
+181
+31% +$73K 0.03% 301
2023
Q2 		$200K Hold
585
– – 0.02% 394
2023
Q1 		$159K Buy
585
+578
+8,257% +$154K 0.02% 415
2022
Q4 		$1.47K Buy
+7
New +$1.52K ﹤0.01% 1999

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

EverSource Wealth Advisors's SAIA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Saia (SAIA) stake by 26% in Q2 2026, selling an estimated $41.7K and leaving 264 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

EverSource Wealth Advisors first reported a position in SAIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $339K in Q4 2024. 520 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • EverSource Wealth Advisors held 264 shares of Saia worth $111K as of Q2 2026.
  • EverSource Wealth Advisors sold 95 Saia shares in Q2 2026, an estimated $41.7K.
  • Saia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1326 holding.
  • EverSource Wealth Advisors first reported a position in Saia in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Saia position peaked at $339K in Q4 2024.
  • 520 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.