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Heritage Family Offices’s Saia SAIA Stock Holding History

Heritage Family Offices’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
-928
Closed -$303K – 233
2025
Q4 		$303K Sell
928
-160
-15% -$48.4K 0.14% 140
2025
Q3 		$326K Buy
1,088
+347
+47% +$105K 0.15% 123
2025
Q2 		$266K Hold
741
– – 0.13% 138
2025
Q1 		$259K Buy
741
+29
+4% +$12.6K 0.13% 140
2024
Q4 		$324K Sell
712
-18
-2% -$8.9K 0.16% 120
2024
Q3 		$319K Buy
730
+5
+0.7% +$2.12K 0.16% 123
2024
Q2 		$344K Buy
+725
New +$338K 0.19% 103

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

Heritage Family Offices's SAIA Position: Q1 2026 in Review

Heritage Family Offices sold out of Saia (SAIA) in Q1 2026, closing a stake of 928 shares — an estimated $303K sold.

Heritage Family Offices first reported a position in SAIA in Q2 2024 and held it in 7 quarters. The position peaked at $344K in Q2 2024. 454 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Heritage Family Offices reported no remaining Saia position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 928 Saia shares in Q1 2026, an estimated $303K.
  • Heritage Family Offices first reported a position in Saia in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Saia position peaked at $344K in Q2 2024.
  • 454 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.