Covestor
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Covestor’s Usana Health Sciences USNA Stock Holding History

Covestor’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
Q3 		$1K Sell
34
-14
-29% -$241 ﹤0.01% 2221
2026
Q2 		$1K Buy
48
+17
+55% +$320 ﹤0.01% 2370
2026
Q1 		$1K Buy
31
+8
+35% +$159 ﹤0.01% 2163
2025
Q4 		$0 Sell
23
-329
-93% -$6.82K ﹤0.01% 2764
2025
Q3 		$10K Sell
352
-45
-11% -$1.38K 0.01% 1620
2025
Q2 		$12K Buy
397
+88
+28% +$2.5K 0.01% 1493
2025
Q1 		$9K Buy
309
+284
+1,136% +$8.99K 0.01% 1589
2024
Q4 		$1K Buy
25
+16
+178% +$598 ﹤0.01% 2149
2024
Q3 		$0 Sell
9
-218
-96% -$8.96K ﹤0.01% 2803
2024
Q2 		$11K Buy
227
+12
+6% +$552 0.01% 1498
2024
Q1 		$10K Sell
215
-1,550
-88% -$75.9K 0.01% 1621
2023
Q4 		$94K Buy
1,765
+18
+1% +$910 0.06% 535
2023
Q3 		$103K Buy
1,747
+158
+10% +$9.9K 0.08% 398
2023
Q2 		$100K Sell
1,589
-13
-0.8% -$828 0.08% 443
2023
Q1 		$101K Buy
1,602
+2
+0.1% +$119 0.09% 368
2022
Q4 		$85K Buy
1,600
+180
+13% +$9.8K 0.07% 485
2022
Q3 		$80K Buy
1,420
+494
+53% +$32.7K 0.07% 474
2022
Q2 		$67K Sell
926
-1
-0.1% -$74 0.05% 638
2022
Q1 		$74K Buy
927
+446
+93% +$40.2K 0.05% 673
2021
Q4 		$49K Buy
+481
New +$48K 0.07% 559

Other funds holding USNA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Covestor's USNA Position: Q3 2026 in Review

Covestor reduced its Usana Health Sciences (USNA) stake by 29% in Q3 2026, selling an estimated $241 and leaving 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Covestor first reported a position in USNA in Q4 2021 and has held it in 20 quarters since. The position peaked at $103K in Q3 2023. 42 funds tracked by Wall St. Rank hold USNA as of Q3 2026.

  • Covestor held 34 shares of Usana Health Sciences worth $1K as of Q3 2026.
  • Covestor sold 14 Usana Health Sciences shares in Q3 2026, an estimated $241.
  • Usana Health Sciences made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2221 holding.
  • Covestor first reported a position in Usana Health Sciences in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Usana Health Sciences position peaked at $103K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.