Icon Wealth Advisors’s Saia SAIA Stock Holding History

Icon 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	$539K	Hold	1,278	–	–	0.04%	247
2025 Q4	$417K	Hold	1,278	–	–	0.03%	273
2025 Q3	$383K	Buy	1,278 +10	+0.8%	+$3.02K	0.03%	287
2025 Q2	$347K	Buy	1,268 +369	+41%	+$105K	0.02%	295
2025 Q1	$314K	Sell	899 -125	-12%	-$54.4K	0.03%	286
2024 Q4	$467K	Buy	1,024 +16	+2%	+$7.92K	0.04%	222
2024 Q3	$441K	Sell	1,008 -5	-0.5%	-$2.12K	0.04%	224
2024 Q2	$423K	Sell	1,013 -131	-11%	-$61K	0.04%	233
2024 Q1	$669K	Buy	1,144 +44	+4%	+$23K	0.06%	175
2023 Q4	$482K	Buy	+1,100	New	+$444K	0.05%	198

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Icon Wealth Advisors's SAIA Position: Q1 2026 in Review

Icon Wealth Advisors held its Saia (SAIA) position steady in Q1 2026 at 1,278 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #247.

Icon Wealth Advisors first reported a position in SAIA in Q4 2023 and has held it in 10 quarters since. The position peaked at $669K in Q1 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

Icon Wealth Advisors held 1,278 shares of Saia worth $539K as of Q1 2026.
Icon Wealth Advisors left its Saia share count unchanged in Q1 2026.
Saia made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #247 holding.
Icon Wealth Advisors first reported a position in Saia in Q4 2023 and has held it in 10 quarters since.
Icon Wealth Advisors's Saia position peaked at $669K in Q1 2024.
453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.