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Allworth Financial’s Usana Health Sciences USNA Stock Holding History

Allworth Financial’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
Q2 		$14K Buy
657
+354
+117% +$6.66K ﹤0.01% 3476
2026
Q1 		$5.29K Buy
303
+189
+166% +$3.75K ﹤0.01% 3927
2025
Q4 		$2.24K Sell
114
-9
-7% -$187 ﹤0.01% 4079
2025
Q3 		$3.39K Buy
123
+42
+52% +$1.29K ﹤0.01% 3756
2025
Q2 		$2.47K Buy
81
+62
+326% +$1.76K ﹤0.01% 3611
2025
Q1 		$515 Sell
19
-101
-84% -$3.2K ﹤0.01% 3667
2024
Q4 		$4.08K Buy
120
+108
+900% +$4.04K ﹤0.01% 2849
2024
Q3 		$456 Buy
12
+8
+200% +$329 ﹤0.01% 3441
2024
Q2 		$186 Buy
4
+1
+33% +$46 ﹤0.01% 3560
2024
Q1 		$146 Sell
3
-3
-50% -$147 ﹤0.01% 3481
2023
Q4 		$322 Sell
6
-20
-77% -$1.01K ﹤0.01% 3225
2023
Q3 		$1.52K Hold
26
– – ﹤0.01% 2672
2023
Q2 		$1.64K Hold
26
– – ﹤0.01% 2566
2023
Q1 		$1.64K Buy
+26
New +$1.55K ﹤0.01% 2489
2022
Q4 		– Sell
-13
Closed -$1K – 3210
2022
Q3 		$1K Buy
13
+6
+86% +$397 ﹤0.01% 2530
2022
Q2 		$1K Buy
+7
New +$521 ﹤0.01% 2281

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's USNA Position: Q2 2026 in Review

Allworth Financial increased its Usana Health Sciences (USNA) stake by 117% in Q2 2026, buying an estimated $6.66K and bringing the position to 657 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Allworth Financial first reported a position in USNA in Q2 2022 and has held it in 16 quarters since. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Allworth Financial held 657 shares of Usana Health Sciences worth $14K as of Q2 2026.
  • Allworth Financial bought 354 Usana Health Sciences shares in Q2 2026, an estimated $6.66K.
  • Usana Health Sciences made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3476 holding.
  • Allworth Financial first reported a position in Usana Health Sciences in Q2 2022 and has held it in 16 quarters since.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.