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Continuum Advisory’s Usana Health Sciences USNA Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-190
Closed -$5.12K – 1512
2025
Q1 		$5.12K Hold
190
– – ﹤0.01% 1107
2024
Q4 		$6.82K Hold
190
– – ﹤0.01% 1073
2024
Q3 		$7.49K Buy
+190
New +$7.81K ﹤0.01% 1070

Other funds holding USNA

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Continuum Advisory's USNA Position: Q2 2025 in Review

Continuum Advisory sold out of Usana Health Sciences (USNA) in Q2 2025, closing a stake of 190 shares — an estimated $5.12K sold.

Continuum Advisory first reported a position in USNA in Q3 2024 and held it in 3 quarters. The position peaked at $7.49K in Q3 2024. 164 funds tracked by Wall St. Rank hold USNA as of Q2 2025.

  • Continuum Advisory reported no remaining Usana Health Sciences position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 190 Usana Health Sciences shares in Q2 2025, an estimated $5.12K.
  • Continuum Advisory first reported a position in Usana Health Sciences in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's Usana Health Sciences position peaked at $7.49K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.