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Morningstar Investment Management’s Saia SAIA Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-5,389
Closed -$1.61M – 444
2025
Q3 		$1.61M Buy
+5,389
New +$1.63M 0.06% 285

Other funds holding SAIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's SAIA Position: Q4 2025 in Review

Morningstar Investment Management sold out of Saia (SAIA) in Q4 2025, closing a stake of 5,389 shares — an estimated $1.61M sold.

Morningstar Investment Management first reported a position in SAIA in Q3 2025 and held it in 1 quarter. The position peaked at $1.61M in Q3 2025. 429 funds tracked by Wall St. Rank hold SAIA as of Q4 2025.

  • Morningstar Investment Management reported no remaining Saia position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 5,389 Saia shares in Q4 2025, an estimated $1.61M.
  • Morningstar Investment Management first reported a position in Saia in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Saia position peaked at $1.61M in Q3 2025.
  • 429 funds tracked by Wall St. Rank held Saia as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.