Montag & Associates
SAIA icon

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
Q3 		– Sell
-5,763
Closed -$2.43M – 1094
2026
Q2 		$2.43M Buy
5,763
+1,480
+35% +$650K 0.1% 152
2026
Q1 		$1.5M Buy
+4,283
New +$1.56M 0.07% 201
2025
Q2 		– Sell
-2
Closed -$817 – 1013
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

Other funds holding SAIA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Montag & Associates's SAIA Position: Q3 2026 in Review

Montag & Associates sold out of Saia (SAIA) in Q3 2026, closing a stake of 5,763 shares — an estimated $2.43M sold.

Montag & Associates first reported a position in SAIA in Q1 2024 and held it in 7 quarters. The position peaked at $2.43M in Q2 2026. 384 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • Montag & Associates reported no remaining Saia position as of Q3 2026 after selling out during the quarter.
  • Montag & Associates sold 5,763 Saia shares in Q3 2026, an estimated $2.43M.
  • Montag & Associates first reported a position in Saia in Q1 2024 and held it in 7 quarters.
  • Montag & Associates's Saia position peaked at $2.43M in Q2 2026.
  • 384 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.