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Avior Wealth Management’s Usana Health Sciences USNA Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-80
Closed -$2.87K – 2252
2024
Q4 		$2.87K Hold
80
– – ﹤0.01% 2042
2024
Q3 		$3.03K Buy
80
+7
+10% +$288 ﹤0.01% 1900
2024
Q2 		$3.3K Sell
73
-2
-3% -$92 ﹤0.01% 1842
2024
Q1 		$3.64K Buy
+75
New +$3.67K ﹤0.01% 2167

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Avior Wealth Management's USNA Position: Q1 2025 in Review

Avior Wealth Management sold out of Usana Health Sciences (USNA) in Q1 2025, closing a stake of 80 shares — an estimated $2.87K sold.

Avior Wealth Management first reported a position in USNA in Q1 2024 and held it in 4 quarters. The position peaked at $3.64K in Q1 2024. 162 funds tracked by Wall St. Rank hold USNA as of Q1 2025.

  • Avior Wealth Management reported no remaining Usana Health Sciences position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 80 Usana Health Sciences shares in Q1 2025, an estimated $2.87K.
  • Avior Wealth Management first reported a position in Usana Health Sciences in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Usana Health Sciences position peaked at $3.64K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.