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Caitong International Asset Management’s Usana Health Sciences USNA Stock Holding History

Caitong International Asset 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
Q3 		– Sell
-83
Closed -$2.53K – 2545
2025
Q2 		$2.53K Buy
83
+35
+73% +$994 ﹤0.01% 1306
2025
Q1 		$1.29K Buy
+48
New +$1.52K ﹤0.01% 1494

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Caitong International Asset Management's USNA Position: Q3 2025 in Review

Caitong International Asset Management sold out of Usana Health Sciences (USNA) in Q3 2025, closing a stake of 83 shares — an estimated $2.53K sold.

Caitong International Asset Management first reported a position in USNA in Q1 2025 and held it in 2 quarters. The position peaked at $2.53K in Q2 2025. 165 funds tracked by Wall St. Rank hold USNA as of Q3 2025.

  • Caitong International Asset Management reported no remaining Usana Health Sciences position as of Q3 2025 after selling out during the quarter.
  • Caitong International Asset Management sold 83 Usana Health Sciences shares in Q3 2025, an estimated $2.53K.
  • Caitong International Asset Management first reported a position in Usana Health Sciences in Q1 2025 and held it in 2 quarters.
  • Caitong International Asset Management's Usana Health Sciences position peaked at $2.53K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2025.

Based on Caitong International Asset Management's 13F filing for Q3 2025, filed 19 Nov 2025.