Brandywine Global Investment Management’s Usana Health Sciences USNA Stock Holding History

Brandywine Global Investment 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 Q4	–	Sell	-37,910	Closed	-$1.04M	–	662
2025 Q3	$1.04M	Buy	+37,910	New	+$1.17M	0.01%	545
2014 Q4	–	Sell	-121,460	Closed	-$4.47M	–	1034
2014 Q3	$4.47M	Buy	121,460 +14,820	+14%	+$535K	0.03%	434
2014 Q2	$4.17M	Sell	106,640 -10,000	-9%	-$371K	0.03%	433
2014 Q1	$4.39M	Buy	116,640 +1,260	+1%	+$44K	0.04%	411
2013 Q4	$4.36M	Buy	115,380 +5,960	+5%	+$228K	0.04%	392
2013 Q3	$4.75M	Buy	109,420 +6,000	+6%	+$241K	0.05%	364
2013 Q2	$3.74M	Buy	+103,420	New	+$3.14M	0.04%	399

Other funds holding USNA

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Brandywine Global Investment Management's USNA Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 37,910 shares — an estimated $1.04M sold.

Brandywine Global Investment Management first reported a position in USNA in Q2 2013 and held it in 7 quarters. The position peaked at $4.75M in Q3 2013. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

Brandywine Global Investment Management reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 37,910 Usana Health Sciences shares in Q4 2025, an estimated $1.04M.
Brandywine Global Investment Management first reported a position in Usana Health Sciences in Q2 2013 and held it in 7 quarters.
Brandywine Global Investment Management's Usana Health Sciences position peaked at $4.75M in Q3 2013.
121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.