Cerity Partners’s Usana Health Sciences USNA Stock Holding History

Cerity Partners’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	$260K	Buy	+12,187	New	+$229K	﹤0.01%	2889
2019 Q3	–	Sell	-5,740	Closed	-$456K	–	518
2019 Q2	$456K	Buy	5,740 +1,027	+22%	+$81.4K	0.03%	332
2019 Q1	$395K	Buy	+4,713	New	+$492K	0.03%	368
2017 Q4	–	Sell	-6,467	Closed	-$373K	–	596
2017 Q3	$373K	Buy	6,467 +607	+10%	+$35.9K	0.03%	383
2017 Q2	$376K	Buy	5,860 +1,202	+26%	+$74.1K	0.03%	264
2017 Q1	$268K	Buy	+4,658	New	+$278K	0.02%	364

Other funds holding USNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's USNA Position: Q2 2026 in Review

Cerity Partners opened a new position in Usana Health Sciences (USNA) in Q2 2026: 12,187 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #2889 among its holdings. This is a return to the name: Cerity Partners previously reported a position in USNA as recently as Q2 2019.

Cerity Partners first reported a position in USNA in Q1 2017 and has held it in 6 quarters since. The position peaked at $456K in Q2 2019. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

Cerity Partners held 12,187 shares of Usana Health Sciences worth $260K as of Q2 2026.
Usana Health Sciences was a new Cerity Partners position in Q2 2026.
Usana Health Sciences made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2889 holding.
Cerity Partners first reported a position in Usana Health Sciences in Q1 2017 and has held it in 6 quarters since.
Cerity Partners's Usana Health Sciences position peaked at $456K in Q2 2019.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.