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Forum Financial Management’s Saia SAIA Stock Holding History

Forum Financial 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 		– Sell
-627
Closed -$205K – 867
2025
Q4 		$205K Buy
+627
New +$190K ﹤0.01% 966
2025
Q2 		– Sell
-602
Closed -$210K – 981
2025
Q1 		$210K Buy
602
+1
+0.2% +$435 ﹤0.01% 789
2024
Q4 		$274K Hold
601
– – ﹤0.01% 672
2024
Q3 		$263K Hold
601
– – ﹤0.01% 585
2024
Q2 		$285K Buy
601
+1
+0.2% +$466 0.01% 502
2024
Q1 		$351K Hold
600
– – 0.01% 442
2023
Q4 		$263K Hold
600
– – 0.01% 516
2023
Q3 		$239K Hold
600
– – 0.01% 511
2023
Q2 		$205K Buy
+600
New +$174K ﹤0.01% 605
2022
Q1 		– Sell
-600
Closed -$202K – 670
2021
Q4 		$202K Buy
+600
New +$186K 0.01% 620

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Forum Financial Management's SAIA Position: Q1 2026 in Review

Forum Financial Management sold out of Saia (SAIA) in Q1 2026, closing a stake of 627 shares — an estimated $205K sold.

Forum Financial Management first reported a position in SAIA in Q4 2021 and held it in 10 quarters. The position peaked at $351K in Q1 2024. 454 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Forum Financial Management reported no remaining Saia position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 627 Saia shares in Q1 2026, an estimated $205K.
  • Forum Financial Management first reported a position in Saia in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Saia position peaked at $351K in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.