United Capital Financial Advisors’s Saia SAIA Stock Holding History

United Capital Financial 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	$214K	Buy	+509	New	+$224K	﹤0.01%	1523
2024 Q2	–	Sell	-502	Closed	-$294K	–	1102
2024 Q1	$294K	Sell	502 -116	-19%	-$60.7K	﹤0.01%	884
2023 Q4	$271K	Buy	+618	New	+$250K	﹤0.01%	903
2019 Q3	–	Sell	-13,638	Closed	-$882K	–	1452
2019 Q2	$882K	Buy	13,638 +490	+4%	+$31.3K	0.01%	856
2019 Q1	$803K	Sell	13,148 -1,406	-10%	-$87.1K	0.01%	836
2018 Q4	$812K	Buy	+14,554	New	+$885K	0.01%	773

Other funds holding SAIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's SAIA Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Saia (SAIA) in Q2 2026: 509 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in SAIA as recently as Q1 2024.

United Capital Financial Advisors first reported a position in SAIA in Q4 2018 and has held it in 6 quarters since. The position peaked at $882K in Q2 2019. 520 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

United Capital Financial Advisors held 509 shares of Saia worth $214K as of Q2 2026.
Saia was a new United Capital Financial Advisors position in Q2 2026.
Saia made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1523 holding.
United Capital Financial Advisors first reported a position in Saia in Q4 2018 and has held it in 6 quarters since.
United Capital Financial Advisors's Saia position peaked at $882K in Q2 2019.
520 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.