Avion Wealth’s Usana Health Sciences USNA Stock Holding History

Avion Wealth’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	$0	Buy	+28	New	+$526	﹤0.01%	1756
2026 Q1	–	Sell	-26	Closed	–	–	1616
2025 Q4	$0	Buy	+26	New	+$539	﹤0.01%	1603
2025 Q2	–	Sell	-14	Closed	–	–	1627
2025 Q1	$0	Buy	+14	New	+$443	﹤0.01%	1363
2024 Q3	–	Sell	-11	Closed	–	–	1341
2024 Q2	$0	Hold	11	–	–	﹤0.01%	1264
2024 Q1	$1K	Hold	11	–	–	﹤0.01%	1102
2023 Q4	$1K	Sell	11 -15	-58%	-$759	﹤0.01%	1001
2023 Q3	$0	Hold	26	–	–	﹤0.01%	1213
2023 Q2	$1K	Buy	+26	New	+$1.66K	﹤0.01%	661

Other funds holding USNA

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's USNA Position: Q2 2026 in Review

Avion Wealth opened a new position in Usana Health Sciences (USNA) in Q2 2026: 28 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings. This is a return to the name: Avion Wealth previously reported a position in USNA as recently as Q4 2025.

Avion Wealth first reported a position in USNA in Q2 2023 and has held it in 8 quarters since. The position peaked at $1K in Q1 2024. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

Avion Wealth held 28 shares of Usana Health Sciences worth $0 as of Q2 2026.
Usana Health Sciences was a new Avion Wealth position in Q2 2026.
Usana Health Sciences made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1756 holding.
Avion Wealth first reported a position in Usana Health Sciences in Q2 2023 and has held it in 8 quarters since.
Avion Wealth's Usana Health Sciences position peaked at $1K in Q1 2024.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.