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First Citizens Bank & Trust’s Usana Health Sciences USNA Stock Holding History

First Citizens Bank & Trust’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
-8,134
Closed -$224K – 680
2025
Q3 		$224K Sell
8,134
-1,209
-13% -$37.2K ﹤0.01% 599
2025
Q2 		$285K Buy
+9,343
New +$265K 0.01% 541

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
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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

First Citizens Bank & Trust's USNA Position: Q4 2025 in Review

First Citizens Bank & Trust sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 8,134 shares — an estimated $224K sold.

First Citizens Bank & Trust first reported a position in USNA in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q2 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • First Citizens Bank & Trust reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 8,134 Usana Health Sciences shares in Q4 2025, an estimated $224K.
  • First Citizens Bank & Trust first reported a position in Usana Health Sciences in Q2 2025 and held it in 2 quarters.
  • First Citizens Bank & Trust's Usana Health Sciences position peaked at $285K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on First Citizens Bank & Trust's 13F filing for Q4 2025, filed 18 Feb 2026.