Creative Planning
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Creative Planning’s Usana Health Sciences USNA Stock Holding History

Creative Planning’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 		$8.92M Buy
417,971
+224,823
+116% +$4.23M 0.01% 969
2026
Q1 		$3.37M Buy
193,148
+68,639
+55% +$1.36M ﹤0.01% 1478
2025
Q4 		$2.44M Buy
124,509
+94,827
+319% +$1.97M ﹤0.01% 1567
2025
Q3 		$818K Buy
29,682
+9,631
+48% +$296K ﹤0.01% 2309
2025
Q2 		$612K Buy
20,051
+613
+3% +$17.4K ﹤0.01% 2278
2025
Q1 		$524K Buy
19,438
+7,287
+60% +$231K ﹤0.01% 2239
2024
Q4 		$436K Buy
12,151
+1,753
+17% +$65.6K ﹤0.01% 2354
2024
Q3 		$394K Buy
+10,398
New +$427K ﹤0.01% 2306
2024
Q2 		– Sell
-5,738
Closed -$278K – 3176
2024
Q1 		$278K Buy
5,738
+1,519
+36% +$74.4K ﹤0.01% 2316
2023
Q4 		$226K Buy
+4,219
New +$213K ﹤0.01% 2318
2022
Q2 		– Sell
-320
Closed -$25K – 2545
2022
Q1 		$25K Buy
+320
New +$28.8K ﹤0.01% 2118
2019
Q1 		– Sell
-1,727
Closed -$203K – 2088
2018
Q4 		$203K Buy
1,727
+33
+2% +$3.82K ﹤0.01% 1481
2018
Q3 		$204K Sell
1,694
-566
-25% -$70.2K ﹤0.01% 1671
2018
Q2 		$261K Sell
2,260
-700
-24% -$76.6K ﹤0.01% 1449
2018
Q1 		$254K Hold
2,960
– – ﹤0.01% 1450
2017
Q4 		$219K Buy
+2,960
New +$198K ﹤0.01% 1546
2017
Q3 		– Sell
-2,512
Closed -$161K – 3627
2017
Q2 		$161K Buy
2,512
+2,112
+528% +$130K ﹤0.01% 1649
2017
Q1 		$23K Buy
+400
New +$23.9K ﹤0.01% 3043
2016
Q1 		– Sell
-26
Closed -$2K – 4542
2015
Q4 		$2K Buy
+26
New +$1.69K ﹤0.01% 4077
2015
Q2 		– Sell
-78
Closed -$4K – 2934
2015
Q1 		$4K Buy
+78
New +$4K ﹤0.01% 3659
2014
Q3 		– Sell
-296
Closed -$12K – 4163
2014
Q2 		$12K Buy
+296
New +$11K ﹤0.01% 2786

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's USNA Position: Q2 2026 in Review

Creative Planning increased its Usana Health Sciences (USNA) stake by 116% in Q2 2026, buying an estimated $4.23M and bringing the position to 417,971 shares worth $8.92M. The position accounts for 0.01% of the portfolio, ranked #969.

Creative Planning first reported a position in USNA in Q2 2014 and has held it in 21 quarters since. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Creative Planning held 417,971 shares of Usana Health Sciences worth $8.92M as of Q2 2026.
  • Creative Planning bought 224,823 Usana Health Sciences shares in Q2 2026, an estimated $4.23M.
  • Usana Health Sciences made up 0.01% of Creative Planning's portfolio in Q2 2026, its #969 holding.
  • Creative Planning first reported a position in Usana Health Sciences in Q2 2014 and has held it in 21 quarters since.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.