GI
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Gradient Investments’s Saia SAIA Stock Holding History

Gradient Investments’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 		$1.92M Sell
4,565
-311
-6% -$137K 0.03% 270
2026
Q1 		$1.71M Sell
4,876
-192
-4% -$70K 0.03% 268
2025
Q4 		$1.65M Buy
5,068
+284
+6% +$85.9K 0.03% 223
2025
Q3 		$1.43M Buy
4,784
+15
+0.3% +$4.53K 0.02% 219
2025
Q2 		$1.31M Buy
4,769
+663
+16% +$189K 0.02% 217
2025
Q1 		$1.43M Sell
4,106
-361
-8% -$157K 0.03% 183
2024
Q4 		$2.04M Sell
4,467
-314
-7% -$155K 0.04% 169
2024
Q3 		$2.09M Sell
4,781
-4,978
-51% -$2.11M 0.04% 161
2024
Q2 		$4.63M Buy
9,759
+2,326
+31% +$1.08M 0.1% 149
2024
Q1 		$4.35M Sell
7,433
-1,973
-21% -$1.03M 0.1% 151
2023
Q4 		$4.12M Buy
9,406
+9,401
+188,020% +$3.8M 0.1% 153
2023
Q3 		$1.99K Buy
5
+4
+400% +$1.61K ﹤0.01% 1179
2023
Q2 		$342 Sell
1
-29
-97% -$8.39K ﹤0.01% 1584
2023
Q1 		$8.16K Sell
30
-14,359
-100% -$3.83M ﹤0.01% 853
2022
Q4 		$3.02M Sell
14,389
-1,129
-7% -$246K 0.1% 157
2022
Q3 		$2.95M Sell
15,518
-10,371
-40% -$2.2M 0.09% 154
2022
Q2 		$4.87M Buy
25,889
+1,818
+8% +$365K 0.14% 139
2022
Q1 		$5.87M Buy
+24,071
New +$6.67M 0.15% 138
2019
Q3 		– Sell
-49
Closed -$3K – 1212
2019
Q2 		$3K Sell
49
-8,840
-99% -$565K ﹤0.01% 841
2019
Q1 		$543K Buy
+8,889
New +$551K 0.04% 181

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return