Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Usana Health Sciences USNA Stock Holding History

Carson Wealth (CWM LLC)’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 		$97.4K Buy
5,576
+2,655
+91% +$52.7K ﹤0.01% 3298
2025
Q4 		$57K Sell
2,921
-1,687
-37% -$35K ﹤0.01% 3507
2025
Q3 		$127K Buy
4,608
+1,846
+67% +$56.8K ﹤0.01% 2793
2025
Q2 		$84K Buy
2,762
+1,445
+110% +$41K ﹤0.01% 2872
2025
Q1 		$36K Buy
1,317
+310
+31% +$9.81K ﹤0.01% 3247
2024
Q4 		$36K Sell
1,007
-5
-0.5% -$187 ﹤0.01% 3039
2024
Q3 		$38K Sell
1,012
-5
-0.5% -$205 ﹤0.01% 2920
2024
Q2 		$46K Sell
1,017
-526
-34% -$24.2K ﹤0.01% 2533
2024
Q1 		$75K Buy
1,543
+276
+22% +$13.5K ﹤0.01% 2046
2023
Q4 		$68K Buy
1,267
+420
+50% +$21.2K ﹤0.01% 1997
2023
Q3 		$50K Hold
847
– – ﹤0.01% 2069
2023
Q2 		$53K Hold
847
– – ﹤0.01% 1948
2023
Q1 		$53K Buy
847
+6
+0.7% +$358 ﹤0.01% 1841
2022
Q4 		$45K Buy
841
+129
+18% +$6.99K ﹤0.01% 1801
2022
Q3 		$40K Buy
712
+5
+0.7% +$331 ﹤0.01% 1777
2022
Q2 		$51K Buy
707
+5
+0.7% +$372 ﹤0.01% 1625
2022
Q1 		$56K Buy
702
+2
+0.3% +$180 ﹤0.01% 1556
2021
Q4 		$71K Buy
+700
New +$69.8K ﹤0.01% 1440
2021
Q2 		$72K Hold
700
– – ﹤0.01% 1255
2021
Q1 		$72K Hold
700
– – ﹤0.01% 1254
2020
Q4 		$72K Hold
700
– – ﹤0.01% 1254
2020
Q3 		$72K Hold
700
– – ﹤0.01% 1254
2020
Q2 		$72K Hold
700
– – ﹤0.01% 1254
2020
Q1 		$72K Hold
700
– – ﹤0.01% 1254
2019
Q4 		$72K Hold
700
– – ﹤0.01% 1254
2019
Q3 		$72K Hold
700
– – ﹤0.01% 1254
2019
Q2 		$72K Hold
700
– – ﹤0.01% 1254
2019
Q1 		$72K Buy
+700
New +$73.1K ﹤0.01% 1254

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
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
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 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 $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USNA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Usana Health Sciences (USNA) stake by 91% in Q1 2026, buying an estimated $52.7K and bringing the position to 5,576 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Carson Wealth (CWM LLC) first reported a position in USNA in Q1 2019 and has held it in 28 quarters since. The position peaked at $127K in Q3 2025. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,576 shares of Usana Health Sciences worth $97.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,655 Usana Health Sciences shares in Q1 2026, an estimated $52.7K.
  • Usana Health Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3298 holding.
  • Carson Wealth (CWM LLC) first reported a position in Usana Health Sciences in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Usana Health Sciences position peaked at $127K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.