IWA
SAIA icon

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
Q2 		$538K Hold
1,278
– – 0.03% 268
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Wealth Advisors's SAIA Position: Q2 2026 in Review

Icon Wealth Advisors held its Saia (SAIA) position steady in Q2 2026 at 1,278 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #268.

Icon Wealth Advisors first reported a position in SAIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $669K in Q1 2024. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Icon Wealth Advisors held 1,278 shares of Saia worth $538K as of Q2 2026.
  • Icon Wealth Advisors left its Saia share count unchanged in Q2 2026.
  • Saia made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • Icon Wealth Advisors first reported a position in Saia in Q4 2023 and has held it in 11 quarters since.
  • Icon Wealth Advisors's Saia position peaked at $669K in Q1 2024.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.