EverSource Wealth Advisors’s Usana Health Sciences USNA Stock Holding History

EverSource Wealth Advisors’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	$32.3K	Buy	1,515 +1,196	+375%	+$22.5K	﹤0.01%	2082
2026 Q1	$5.57K	Sell	319 -21	-6%	-$417	﹤0.01%	3220
2025 Q4	$6.67K	Buy	340 +41	+14%	+$851	﹤0.01%	2992
2025 Q3	$8.24K	Sell	299 -118	-28%	-$3.63K	﹤0.01%	2920
2025 Q2	$12.7K	Buy	417 +376	+917%	+$10.7K	﹤0.01%	2645
2025 Q1	$1.11K	Buy	41 +36	+720%	+$1.14K	﹤0.01%	3193
2024 Q4	$179	Buy	+5	New	+$187	﹤0.01%	3451
2022 Q4	–	Sell	-14	Closed	-$1K	–	2433
2022 Q3	$1K	Buy	+14	New	+$925	﹤0.01%	1914

Other funds holding USNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's USNA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Usana Health Sciences (USNA) stake by 375% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,515 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

EverSource Wealth Advisors first reported a position in USNA in Q3 2022 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

EverSource Wealth Advisors held 1,515 shares of Usana Health Sciences worth $32.3K as of Q2 2026.
EverSource Wealth Advisors bought 1,196 Usana Health Sciences shares in Q2 2026, an estimated $22.5K.
Usana Health Sciences made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2082 holding.
EverSource Wealth Advisors first reported a position in Usana Health Sciences in Q3 2022 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.