Envestnet Portfolio Solutions
USNA icon

Envestnet Portfolio Solutions’s Usana Health Sciences USNA Stock Holding History

Envestnet Portfolio Solutions’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
-7,768
Closed -$214K – 1555
2025
Q3 		$214K Sell
7,768
-1,209
-13% -$37.2K ﹤0.01% 1400
2025
Q2 		$274K Buy
+8,977
New +$255K ﹤0.01% 1378

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's USNA Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 7,768 shares — an estimated $214K sold.

Envestnet Portfolio Solutions first reported a position in USNA in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q2 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,768 Usana Health Sciences shares in Q4 2025, an estimated $214K.
  • Envestnet Portfolio Solutions first reported a position in Usana Health Sciences in Q2 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Usana Health Sciences position peaked at $274K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.