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Amalgamated Bank’s Usana Health Sciences USNA Stock Holding History

Amalgamated Bank’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 		– Sell
-339
Closed -$7K – 2763
2025
Q4 		$7K Sell
339
-2,781
-89% -$57.7K ﹤0.01% 2603
2025
Q3 		$86K Buy
3,120
+32
+1% +$985 ﹤0.01% 1726
2025
Q2 		$94K Sell
3,088
-66
-2% -$1.87K ﹤0.01% 1707
2025
Q1 		$85K Sell
3,154
-122
-4% -$3.86K ﹤0.01% 1707
2024
Q4 		$118K Hold
3,276
– – ﹤0.01% 1669
2024
Q3 		$124K Sell
3,276
-5
-0.2% -$205 ﹤0.01% 1669
2024
Q2 		$148K Sell
3,281
-344
-9% -$15.8K ﹤0.01% 1637
2024
Q1 		$176K Sell
3,625
-1,234
-25% -$60.4K ﹤0.01% 1627
2023
Q4 		$260K Sell
4,859
-267
-5% -$13.5K ﹤0.01% 1716
2023
Q3 		$300K Hold
5,126
– – ﹤0.01% 1631
2023
Q2 		$323K Buy
5,126
+21
+0.4% +$1.34K ﹤0.01% 1636
2023
Q1 		$321K Sell
5,105
-346
-6% -$20.6K ﹤0.01% 1614
2022
Q4 		$290K Hold
5,451
– – ﹤0.01% 1711
2022
Q3 		$306K Sell
5,451
-80
-1% -$5.29K ﹤0.01% 1660
2022
Q2 		$400K Sell
5,531
-217
-4% -$16.2K ﹤0.01% 1567
2022
Q1 		$457K Sell
5,748
-393
-6% -$35.4K ﹤0.01% 1586
2021
Q4 		$621K Sell
6,141
-126
-2% -$12.6K ﹤0.01% 1480
2021
Q3 		$578K Sell
6,267
-173
-3% -$16.6K ﹤0.01% 1499
2021
Q2 		$660K Buy
+6,440
New +$647K 0.01% 1486
2019
Q1 		– Sell
-1,892
Closed -$223K – 1701
2018
Q4 		$223K Buy
+1,892
New +$219K 0.01% 1349
2018
Q3 		– Sell
-1,931
Closed -$223K – 1619
2018
Q2 		$223K Buy
+1,931
New +$211K 0.01% 1504

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 $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

Amalgamated Bank's USNA Position: Q1 2026 in Review

Amalgamated Bank sold out of Usana Health Sciences (USNA) in Q1 2026, closing a stake of 339 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in USNA in Q2 2018 and held it in 21 quarters. The position peaked at $660K in Q2 2021. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Amalgamated Bank reported no remaining Usana Health Sciences position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 339 Usana Health Sciences shares in Q1 2026, an estimated $7K.
  • Amalgamated Bank first reported a position in Usana Health Sciences in Q2 2018 and held it in 21 quarters.
  • Amalgamated Bank's Usana Health Sciences position peaked at $660K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.