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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
Q1 		$1K Buy
31
+8
+35% +$159 ﹤0.01% 2163
2025
Q4 		$0 Sell
23
-329
-93% -$6.83K ﹤0.01% 2764
2025
Q3 		$10K Sell
352
-45
-11% -$1.39K 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% +$9.88K 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% +$9.75K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's USNA Position: Q1 2026 in Review

Covestor increased its Usana Health Sciences (USNA) stake by 35% in Q1 2026, buying an estimated $159 and bringing the position to 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Covestor first reported a position in USNA in Q4 2021 and has held it in 18 quarters since. The position peaked at $103K in Q3 2023. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Covestor held 31 shares of Usana Health Sciences worth $1K as of Q1 2026.
  • Covestor bought 8 Usana Health Sciences shares in Q1 2026, an estimated $159.
  • Usana Health Sciences made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2163 holding.
  • Covestor first reported a position in Usana Health Sciences in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Usana Health Sciences position peaked at $103K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.