N.E.W. Advisory Services’s Saia SAIA Stock Holding History

N.E.W. Advisory Services’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 Q2	–	Sell	-27	Closed	-$9.44K	–	905
2025 Q1	$9.44K	Buy	+27	New	+$11.7K	﹤0.01%	624

Other funds holding SAIA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

N.E.W. Advisory Services's SAIA Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Saia (SAIA) in Q2 2025, closing a stake of 27 shares — an estimated $9.44K sold.

N.E.W. Advisory Services first reported a position in SAIA in Q1 2025 and held it in 1 quarter. The position peaked at $9.44K in Q1 2025. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

N.E.W. Advisory Services reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 27 Saia shares in Q2 2025, an estimated $9.44K.
N.E.W. Advisory Services first reported a position in Saia in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Saia position peaked at $9.44K in Q1 2025.
425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.