Bell Investment Advisors’s Usana Health Sciences USNA Stock Holding History

Bell Investment Advisors’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	-17	Closed	-$611	–	1949
2024 Q4	$611	Hold	17	–	–	﹤0.01%	1713
2024 Q3	$645	Sell	17 -11	-39%	-$452	﹤0.01%	1711
2024 Q2	$1.27K	Buy	28 +11	+65%	+$506	﹤0.01%	1534
2024 Q1	$825	Hold	17	–	–	﹤0.01%	1656
2023 Q4	$912	Hold	17	–	–	﹤0.01%	1621
2023 Q3	$997	Hold	17	–	–	﹤0.01%	1576
2023 Q2	$1.07K	Hold	17	–	–	﹤0.01%	1583
2023 Q1	$1.07K	Hold	17	–	–	﹤0.01%	1542
2022 Q4	$904	Hold	17	–	–	﹤0.01%	1624
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	1617
2022 Q2	$1K	Buy	+17	New	+$1.27K	﹤0.01%	1642
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	1249
2021 Q3	$2K	Buy	+17	New	+$1.64K	﹤0.01%	1174

Other funds holding USNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bell Investment Advisors's USNA Position: Q1 2025 in Review

Bell Investment Advisors sold out of Usana Health Sciences (USNA) in Q1 2025, closing a stake of 17 shares — an estimated $611 sold.

Bell Investment Advisors first reported a position in USNA in Q3 2021 and held it in 13 quarters. The position peaked at $2K in Q4 2021. 162 funds tracked by Wall St. Rank hold USNA as of Q1 2025.

Bell Investment Advisors reported no remaining Usana Health Sciences position as of Q1 2025 after selling out during the quarter.
Bell Investment Advisors sold 17 Usana Health Sciences shares in Q1 2025, an estimated $611.
Bell Investment Advisors first reported a position in Usana Health Sciences in Q3 2021 and held it in 13 quarters.
Bell Investment Advisors's Usana Health Sciences position peaked at $2K in Q4 2021.
162 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.