Marks Group Wealth Management’s Saia SAIA Stock Holding History

Marks Group Wealth Management’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	$4.9M	Sell	11,644 -7,396	-39%	-$3.25M	0.43%	57
2026 Q1	$6.69M	Buy	19,040 +4,717	+33%	+$1.72M	0.64%	47
2025 Q4	$4.68M	Sell	14,323 -14,632	-51%	-$4.42M	0.45%	81
2025 Q3	$8.67M	Sell	28,955 -1,919	-6%	-$579K	0.81%	43
2025 Q2	$8.46M	Buy	30,874 +9,445	+44%	+$2.69M	0.79%	55
2025 Q1	$7.49M	Buy	21,429 +2,212	+12%	+$962K	0.72%	69
2024 Q4	$8.76M	Sell	19,217 -1,096	-5%	-$542K	0.86%	40
2024 Q3	$8.88M	Buy	+20,313	New	+$8.6M	0.85%	44

Other funds holding SAIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marks Group Wealth Management's SAIA Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Saia (SAIA) stake by 39% in Q2 2026, selling an estimated $3.25M and leaving 11,644 shares worth $4.9M. The position accounts for 0.43% of the portfolio, ranked #57.

Marks Group Wealth Management first reported a position in SAIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.88M in Q3 2024. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Marks Group Wealth Management held 11,644 shares of Saia worth $4.9M as of Q2 2026.
Marks Group Wealth Management sold 7,396 Saia shares in Q2 2026, an estimated $3.25M.
Saia made up 0.43% of Marks Group Wealth Management's portfolio in Q2 2026, its #57 holding.
Marks Group Wealth Management first reported a position in Saia in Q3 2024 and has held it in 8 quarters since.
Marks Group Wealth Management's Saia position peaked at $8.88M in Q3 2024.
518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.