LVW Advisors
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LVW Advisors’s Saia SAIA Stock Holding History

LVW 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
Q3 		– Sell
-1,049
Closed -$442K – 504
2026
Q2 		$442K Sell
1,049
-197
-16% -$86.6K 0.04% 256
2026
Q1 		$438K Sell
1,246
-106
-8% -$38.6K 0.04% 231
2025
Q4 		$441K Sell
1,352
-225
-14% -$68K 0.04% 210
2025
Q3 		$472K Sell
1,577
-193
-11% -$58.2K 0.05% 202
2025
Q2 		$485K Buy
1,770
+176
+11% +$50.2K 0.05% 194
2025
Q1 		$557K Sell
1,594
-32
-2% -$13.9K 0.07% 161
2024
Q4 		$741K Sell
1,626
-19
-1% -$9.4K 0.09% 140
2024
Q3 		$719K Buy
1,645
+178
+12% +$75.4K 0.09% 144
2024
Q2 		$696K Buy
1,467
+142
+11% +$66.1K 0.1% 130
2024
Q1 		$775K Sell
1,325
-141
-10% -$73.8K 0.13% 120
2023
Q4 		$642K Sell
1,466
-26
-2% -$10.5K 0.12% 125
2023
Q3 		$595K Sell
1,492
-237
-14% -$95.6K 0.12% 111
2023
Q2 		$592K Sell
1,729
-79
-4% -$22.9K 0.11% 119
2023
Q1 		$492K Buy
+1,808
New +$483K 0.1% 147

Other funds holding SAIA

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

LVW Advisors's SAIA Position: Q3 2026 in Review

LVW Advisors sold out of Saia (SAIA) in Q3 2026, closing a stake of 1,049 shares — an estimated $442K sold.

LVW Advisors first reported a position in SAIA in Q1 2023 and held it in 14 quarters. The position peaked at $775K in Q1 2024. 120 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • LVW Advisors reported no remaining Saia position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 1,049 Saia shares in Q3 2026, an estimated $442K.
  • LVW Advisors first reported a position in Saia in Q1 2023 and held it in 14 quarters.
  • LVW Advisors's Saia position peaked at $775K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.