Brooklyn Investment Group
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Brooklyn Investment Group’s Usana Health Sciences USNA Stock Holding History

Brooklyn Investment Group’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 		$674K Buy
38,563
+25,245
+190% +$501K 0.02% 816
2025
Q4 		$263K Buy
+13,318
New +$276K 0.01% 1160
2025
Q3 		– Sell
-1,564
Closed -$47.7K – 2585
2025
Q2 		$47.7K Buy
1,564
+1,036
+196% +$29.4K 0.01% 1360
2025
Q1 		$14.2K Buy
+528
New +$16.7K ﹤0.01% 1339

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's USNA Position: Q1 2026 in Review

Brooklyn Investment Group increased its Usana Health Sciences (USNA) stake by 190% in Q1 2026, buying an estimated $501K and bringing the position to 38,563 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #816.

Brooklyn Investment Group first reported a position in USNA in Q1 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Brooklyn Investment Group held 38,563 shares of Usana Health Sciences worth $674K as of Q1 2026.
  • Brooklyn Investment Group bought 25,245 Usana Health Sciences shares in Q1 2026, an estimated $501K.
  • Usana Health Sciences made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #816 holding.
  • Brooklyn Investment Group first reported a position in Usana Health Sciences in Q1 2025 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.