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 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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return