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Cornerstone Planning Group’s Usana Health Sciences USNA Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-401
Closed -$36K – 1842
2025
Q3 		$36K Buy
401
+394
+5,629% +$12.1K 0.01% 415
2025
Q2 		$202 Hold
7
– – ﹤0.01% 1460
2025
Q1 		$178 Buy
+7
New +$222 ﹤0.01% 1472

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Dimensional Fund Advisors
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NCM
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's USNA Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 401 shares — an estimated $36K sold.

Cornerstone Planning Group first reported a position in USNA in Q1 2025 and held it in 3 quarters. The position peaked at $36K in Q3 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 401 Usana Health Sciences shares in Q4 2025, an estimated $36K.
  • Cornerstone Planning Group first reported a position in Usana Health Sciences in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Usana Health Sciences position peaked at $36K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.