EF
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Empowered Funds’s Usana Health Sciences USNA Stock Holding History

Empowered Funds’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 		$1.16M Buy
66,293
+5,856
+10% +$116K 0.01% 1354
2025
Q4 		$1.19M Buy
60,437
+5,782
+11% +$120K 0.02% 617
2025
Q3 		$1.51M Buy
54,655
+26,788
+96% +$824K 0.02% 1035
2025
Q2 		$851K Buy
27,867
+2,384
+9% +$67.7K 0.01% 1137
2025
Q1 		$687K Buy
+25,483
New +$807K 0.01% 1116
2020
Q4 		– Sell
-36,990
Closed -$2.72M – 220
2020
Q3 		$2.72M Buy
36,990
+4,698
+15% +$377K 0.85% 48
2020
Q2 		$2.37M Buy
+32,292
New +$2.53M 0.92% 48

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NCM
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VCM
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VPM
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Charles Schwab
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AQR Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return