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Montag & Associates’s Saia SAIA Stock Holding History

Montag & Associates’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 		$1.5M Buy
+4,283
New +$1.56M 0.07% 201
2025
Q2 		– Sell
-2
Closed -$817 – 1017
2025
Q1 		$817 Hold
2
– – ﹤0.01% 968
2024
Q4 		$809 Sell
2
-1
-33% -$495 ﹤0.01% 969
2024
Q3 		$1.45K Hold
3
– – ﹤0.01% 942
2024
Q2 		$1.57K Buy
3
+1
+50% +$466 ﹤0.01% 887
2024
Q1 		$1.13K Buy
+2
New +$1.05K ﹤0.01% 916

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WA
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