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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
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% +$50.1K 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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

LVW Advisors's SAIA Position: Q2 2026 in Review

LVW Advisors reduced its Saia (SAIA) stake by 16% in Q2 2026, selling an estimated $86.6K and leaving 1,049 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #256.

LVW Advisors first reported a position in SAIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $775K in Q1 2024. 147 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • LVW Advisors held 1,049 shares of Saia worth $442K as of Q2 2026.
  • LVW Advisors sold 197 Saia shares in Q2 2026, an estimated $86.6K.
  • Saia made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #256 holding.
  • LVW Advisors first reported a position in Saia in Q1 2023 and has held it in 14 quarters since.
  • LVW Advisors's Saia position peaked at $775K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.