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
Q2 		$608K Buy
1,443
+57
+4% +$25K 0.01% 725
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SAIA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Saia (SAIA) stake by 4.1% in Q2 2026, buying an estimated $25K and bringing the position to 1,443 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #725.

Mount Yale Investment Advisors first reported a position in SAIA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q1 2024. 519 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Mount Yale Investment Advisors held 1,443 shares of Saia worth $608K as of Q2 2026.
  • Mount Yale Investment Advisors bought 57 Saia shares in Q2 2026, an estimated $25K.
  • Saia made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #725 holding.
  • Mount Yale Investment Advisors first reported a position in Saia in Q1 2021 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Saia position peaked at $1.04M in Q1 2024.
  • 519 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.