Charles Schwab
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Charles Schwab’s Nature's Sunshine NATR Stock Holding History

Charles Schwab’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975K Sell
44,720
-992
-2% -$23.1K ﹤0.01% 3014
2026
Q1 		$1.1M Sell
45,712
-4,086
-8% -$101K ﹤0.01% 2878
2025
Q4 		$1.07M Buy
49,798
+1,513
+3% +$27.7K ﹤0.01% 2900
2025
Q3 		$749K Buy
48,285
+6,788
+16% +$108K ﹤0.01% 3046
2025
Q2 		$614K Sell
41,497
-10,531
-20% -$142K ﹤0.01% 3064
2025
Q1 		$653K Sell
52,028
-16,850
-24% -$237K ﹤0.01% 2986
2024
Q4 		$1.01M Sell
68,878
-55
-0.1% -$805 ﹤0.01% 2905
2024
Q3 		$939K Sell
68,933
-5,759
-8% -$82.6K ﹤0.01% 2935
2024
Q2 		$1.13M Buy
74,692
+1,932
+3% +$33K ﹤0.01% 2889
2024
Q1 		$1.51M Hold
72,760
– – ﹤0.01% 2673
2023
Q4 		$1.26M Buy
72,760
+48
+0.1% +$829 ﹤0.01% 2762
2023
Q3 		$1.2M Hold
72,712
– – ﹤0.01% 2743
2023
Q2 		$993K Sell
72,712
-53,140
-42% -$605K ﹤0.01% 2770
2023
Q1 		$1.28M Sell
125,852
-3,685
-3% -$36.2K ﹤0.01% 2656
2022
Q4 		$1.08M Sell
129,537
-200
-0.2% -$1.69K ﹤0.01% 2752
2022
Q3 		$1.07M Buy
129,737
+200
+0.2% +$1.99K ﹤0.01% 2773
2022
Q2 		$1.38M Buy
129,537
+3,049
+2% +$42.4K ﹤0.01% 2683
2022
Q1 		$2.13M Buy
126,488
+74,508
+143% +$1.32M ﹤0.01% 2626
2021
Q4 		$962K Buy
51,980
+22,070
+74% +$375K ﹤0.01% 2927
2021
Q3 		$439K Sell
29,910
-3,043
-9% -$51.1K ﹤0.01% 3182
2021
Q2 		$573K Buy
32,953
+7,846
+31% +$155K ﹤0.01% 3118
2021
Q1 		$502K Buy
25,107
+1,564
+7% +$27.1K ﹤0.01% 3077
2020
Q4 		$352K Hold
23,543
– – ﹤0.01% 3105
2020
Q3 		$273K Hold
23,543
– – ﹤0.01% 3060
2020
Q2 		$213K Hold
23,543
– – ﹤0.01% 3157
2020
Q1 		$192K Hold
23,543
– – ﹤0.01% 3021
2019
Q4 		$211K Hold
23,543
– – ﹤0.01% 3030
2019
Q3 		$196K Hold
23,543
– – ﹤0.01% 3041
2019
Q2 		$219K Buy
23,543
+3,034
+15% +$28.4K ﹤0.01% 3075
2019
Q1 		$191K Buy
20,509
+5,329
+35% +$45.2K ﹤0.01% 3030
2018
Q4 		$124K Hold
15,180
– – ﹤0.01% 3075
2018
Q3 		$133K Buy
15,180
+2,380
+19% +$21K ﹤0.01% 3107
2018
Q2 		$120K Sell
12,800
-9,200
-42% -$86.1K ﹤0.01% 3097
2018
Q1 		$242K Buy
22,000
+7,000
+47% +$80.6K ﹤0.01% 2943
2017
Q4 		$174K Hold
15,000
– – ﹤0.01% 3000
2017
Q3 		$153K Hold
15,000
– – ﹤0.01% 3042
2017
Q2 		$199K Hold
15,000
– – ﹤0.01% 3024
2017
Q1 		$150K Hold
15,000
– – ﹤0.01% 2970
2016
Q4 		$225K Hold
15,000
– – ﹤0.01% 2936
2016
Q3 		$240K Hold
15,000
– – ﹤0.01% 2865
2016
Q2 		$143K Hold
15,000
– – ﹤0.01% 3017
2016
Q1 		$144K Hold
15,000
– – ﹤0.01% 2949
2015
Q4 		$152K Hold
15,000
– – ﹤0.01% 3007
2015
Q3 		$180K Hold
15,000
– – ﹤0.01% 2974
2015
Q2 		$207K Hold
15,000
– – ﹤0.01% 2972
2015
Q1 		$197K Hold
15,000
– – ﹤0.01% 2949
2014
Q4 		$223K Hold
15,000
– – ﹤0.01% 2954
2014
Q3 		$223K Sell
15,000
-8,443
-36% -$134K ﹤0.01% 2912
2014
Q2 		$398K Sell
23,443
-176
-0.7% -$2.52K ﹤0.01% 2732
2014
Q1 		$326K Buy
23,619
+660
+3% +$10.4K ﹤0.01% 2764
2013
Q4 		$398K Buy
22,959
+792
+4% +$14.6K ﹤0.01% 2671
2013
Q3 		$430K Buy
22,167
+1,067
+5% +$19.7K ﹤0.01% 2603
2013
Q2 		$357K Buy
+21,100
New +$325K ﹤0.01% 2659

Other funds holding NATR

WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's NATR Position: Q2 2026 in Review

Charles Schwab reduced its Nature's Sunshine (NATR) stake by 2.2% in Q2 2026, selling an estimated $23.1K and leaving 44,720 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Charles Schwab first reported a position in NATR in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.13M in Q1 2022. 153 funds tracked by Wall St. Rank hold NATR as of Q2 2026.

  • Charles Schwab held 44,720 shares of Nature's Sunshine worth $975K as of Q2 2026.
  • Charles Schwab sold 992 Nature's Sunshine shares in Q2 2026, an estimated $23.1K.
  • Nature's Sunshine made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3014 holding.
  • Charles Schwab first reported a position in Nature's Sunshine in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Nature's Sunshine position peaked at $2.13M in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Nature's Sunshine as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.