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Essential Partners’s Usana Health Sciences USNA Stock Holding History

Essential Partners’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 		$1.34K Sell
63
-150
-70% -$2.82K ﹤0.01% 2114
2026
Q1 		$3.72K Buy
213
+145
+213% +$2.88K ﹤0.01% 1721
2025
Q4 		$1.33K Sell
68
-578
-89% -$12K ﹤0.01% 1933
2025
Q3 		$17.8K Buy
+646
New +$19.9K 0.01% 933

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Essential Partners's USNA Position: Q2 2026 in Review

Essential Partners reduced its Usana Health Sciences (USNA) stake by 70% in Q2 2026, selling an estimated $2.82K and leaving 63 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Essential Partners first reported a position in USNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.8K in Q3 2025. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Essential Partners held 63 shares of Usana Health Sciences worth $1.34K as of Q2 2026.
  • Essential Partners sold 150 Usana Health Sciences shares in Q2 2026, an estimated $2.82K.
  • Usana Health Sciences made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2114 holding.
  • Essential Partners first reported a position in Usana Health Sciences in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Usana Health Sciences position peaked at $17.8K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.