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Capital Advisors Ltd’s Usana Health Sciences USNA Stock Holding History

Capital Advisors Ltd’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
Q2 		$4K Buy
+181
New +$3.4K ﹤0.01% 1021
2025
Q4 		– Sell
-241
Closed -$7K – 1585
2025
Q3 		$7K Sell
241
-218
-47% -$6.71K ﹤0.01% 872
2025
Q2 		$14K Buy
+459
New +$13K ﹤0.01% 715
2024
Q3 		– Sell
-18
Closed -$1K – 1622
2024
Q2 		$1K Buy
+18
New +$828 ﹤0.01% 1308

Other funds holding USNA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Capital Advisors Ltd's USNA Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Usana Health Sciences (USNA) in Q2 2026: 181 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in USNA as recently as Q3 2025.

Capital Advisors Ltd first reported a position in USNA in Q2 2024 and has held it in 4 quarters since. The position peaked at $14K in Q2 2025. 8 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Capital Advisors Ltd held 181 shares of Usana Health Sciences worth $4K as of Q2 2026.
  • Usana Health Sciences was a new Capital Advisors Ltd position in Q2 2026.
  • Usana Health Sciences made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1021 holding.
  • Capital Advisors Ltd first reported a position in Usana Health Sciences in Q2 2024 and has held it in 4 quarters since.
  • Capital Advisors Ltd's Usana Health Sciences position peaked at $14K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.