MYIA
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Mount Yale Investment Advisors’s Saia SAIA Stock Holding History

Mount Yale Investment Advisors’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 		$487K Buy
1,386
+376
+37% +$137K 0.01% 730
2025
Q4 		$330K Buy
+1,010
New +$305K 0.02% 570
2025
Q3 		– Sell
-18
Closed -$4.93K – 1426
2025
Q2 		$4.93K Sell
18
-1,342
-99% -$382K ﹤0.01% 1238
2025
Q1 		$475K Sell
1,360
-254
-16% -$110K 0.04% 336
2024
Q4 		$736K Buy
1,614
+5
+0.3% +$2.47K 0.06% 262
2024
Q3 		$704K Sell
1,609
-87
-5% -$36.8K 0.07% 269
2024
Q2 		$804K Sell
1,696
-86
-5% -$40.1K 0.06% 247
2024
Q1 		$1.04M Sell
1,782
-563
-24% -$295K 0.08% 214
2023
Q4 		$1.03M Sell
2,345
-31
-1% -$12.5K 0.1% 195
2023
Q3 		$947K Buy
2,376
+21
+0.9% +$8.47K 0.1% 193
2023
Q2 		$806K Sell
2,355
-754
-24% -$218K 0.09% 230
2023
Q1 		$846K Buy
3,109
+2,027
+187% +$541K 0.1% 218
2022
Q4 		$227K Sell
1,082
-1,992
-65% -$434K 0.03% 416
2022
Q3 		$584K Sell
3,074
-47
-2% -$9.96K 0.08% 251
2022
Q2 		$587K Buy
3,121
+30
+1% +$6.03K 0.07% 260
2022
Q1 		$754K Buy
3,091
+2,089
+208% +$579K 0.08% 241
2021
Q4 		$338K Sell
1,002
-488
-33% -$151K 0.04% 344
2021
Q3 		$355K Buy
1,490
+187
+14% +$43.2K 0.04% 324
2021
Q2 		$273K Sell
1,303
-7
-0.5% -$1.59K 0.03% 340
2021
Q1 		$302K Buy
+1,310
New +$267K 0.04% 307

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Mount Yale Investment Advisors's SAIA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Saia (SAIA) stake by 37% in Q1 2026, buying an estimated $137K and bringing the position to 1,386 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #730.

Mount Yale Investment Advisors first reported a position in SAIA in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2024. 454 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Mount Yale Investment Advisors held 1,386 shares of Saia worth $487K as of Q1 2026.
  • Mount Yale Investment Advisors bought 376 Saia shares in Q1 2026, an estimated $137K.
  • Saia made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #730 holding.
  • Mount Yale Investment Advisors first reported a position in Saia in Q1 2021 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Saia position peaked at $1.04M in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.