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Clearstead Advisors’s Usana Health Sciences USNA Stock Holding History

Clearstead Advisors’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 		$620 Buy
+29
New +$545 ﹤0.01% 2856
2025
Q4 		– Sell
-1
Closed -$28 – 3258
2025
Q3 		$28 Buy
+1
New +$31 ﹤0.01% 3009

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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 $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's USNA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Usana Health Sciences (USNA) in Q2 2026: 29 shares worth $620. The stake represents ﹤0.01% of the portfolio and ranks #2856 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in USNA as recently as Q3 2025.

Clearstead Advisors first reported a position in USNA in Q3 2025 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Clearstead Advisors held 29 shares of Usana Health Sciences worth $620 as of Q2 2026.
  • Usana Health Sciences was a new Clearstead Advisors position in Q2 2026.
  • Usana Health Sciences made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2856 holding.
  • Clearstead Advisors first reported a position in Usana Health Sciences in Q3 2025 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.