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Algert Global’s Usana Health Sciences USNA Stock Holding History

Algert Global’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
68,684
+44,062
+179% +$874K 0.02% 827
2025
Q4 		$483K Sell
24,622
-52,240
-68% -$1.08M 0.01% 952
2025
Q3 		$2.12M Buy
76,862
+10,012
+15% +$308K 0.04% 673
2025
Q2 		$2.04M Buy
+66,850
New +$1.9M 0.04% 626
2023
Q1 		– Sell
-4,549
Closed -$242K – 1320
2022
Q4 		$242K Sell
4,549
-14,870
-77% -$806K 0.01% 973
2022
Q3 		$1.09M Buy
19,419
+4,293
+28% +$284K 0.07% 506
2022
Q2 		$1.09M Sell
15,126
-911
-6% -$67.8K 0.08% 428
2022
Q1 		$1.27M Buy
16,037
+9,511
+146% +$857K 0.08% 414
2021
Q4 		$660K Sell
6,526
-1,480
-18% -$148K 0.08% 435
2021
Q3 		$738K Buy
8,006
+3,619
+82% +$348K 0.1% 375
2021
Q2 		$449K Sell
4,387
-5,578
-56% -$560K 0.15% 198
2021
Q1 		$973K Buy
9,965
+3,306
+50% +$301K 0.31% 112
2020
Q4 		$513K Buy
+6,659
New +$515K 0.15% 221
2017
Q2 		– Sell
-21,843
Closed -$1.26M – 355
2017
Q1 		$1.26M Buy
21,843
+1,685
+8% +$101K 0.34% 126
2016
Q4 		$1.23M Buy
20,158
+4,240
+27% +$276K 0.35% 114
2016
Q3 		$1.1M Buy
15,918
+7,144
+81% +$471K 0.32% 125
2016
Q2 		$489K Buy
8,774
+82
+0.9% +$4.95K 0.2% 201
2016
Q1 		$528K Sell
8,692
-928
-10% -$54.6K 0.2% 188
2015
Q4 		$614K Hold
9,620
– – 0.29% 133
2015
Q3 		$645K Hold
9,620
– – 0.36% 99
2015
Q2 		$657K Buy
9,620
+2,020
+27% +$128K 0.36% 100
2015
Q1 		$422K Hold
7,600
– – 0.23% 168
2014
Q4 		$390K Buy
7,600
+680
+10% +$33.4K 0.23% 171
2014
Q3 		$255K Sell
6,920
-8,360
-55% -$302K 0.19% 208
2014
Q2 		$597K Sell
15,280
-35,520
-70% -$1.32M 0.38% 105
2014
Q1 		$1.91M Sell
50,800
-80
-0.2% -$2.79K 0.76% 33
2013
Q4 		$1.92M Hold
50,880
– – 0.51% 64
2013
Q3 		$2.21M Hold
50,880
– – 0.63% 42
2013
Q2 		$1.84M Buy
+50,880
New +$1.55M 0.57% 51

Other funds holding USNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's USNA Position: Q1 2026 in Review

Algert Global increased its Usana Health Sciences (USNA) stake by 179% in Q1 2026, buying an estimated $874K and bringing the position to 68,684 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #827.

Algert Global first reported a position in USNA in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.21M in Q3 2013. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Algert Global held 68,684 shares of Usana Health Sciences worth $1.2M as of Q1 2026.
  • Algert Global bought 44,062 Usana Health Sciences shares in Q1 2026, an estimated $874K.
  • Usana Health Sciences made up 0.02% of Algert Global's portfolio in Q1 2026, its #827 holding.
  • Algert Global first reported a position in Usana Health Sciences in Q2 2013 and has held it in 29 quarters since.
  • Algert Global's Usana Health Sciences position peaked at $2.21M in Q3 2013.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.