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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
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's SAIA Position: Q2 2026 in Review

Montag & Associates increased its Saia (SAIA) stake by 35% in Q2 2026, buying an estimated $650K and bringing the position to 5,763 shares worth $2.43M. The position accounts for 0.1% of the portfolio, ranked #152.

Montag & Associates first reported a position in SAIA in Q1 2024 and has held it in 7 quarters since. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Montag & Associates held 5,763 shares of Saia worth $2.43M as of Q2 2026.
  • Montag & Associates bought 1,480 Saia shares in Q2 2026, an estimated $650K.
  • Saia made up 0.1% of Montag & Associates's portfolio in Q2 2026, its #152 holding.
  • Montag & Associates first reported a position in Saia in Q1 2024 and has held it in 7 quarters since.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.