First Command Advisory Services’s Usana Health Sciences USNA Stock Holding History

First Command Advisory Services’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 Q1	–	Sell	-40	Closed	-$1.44K	–	639
2024 Q4	$1.44K	Hold	40	–	–	﹤0.01%	421
2024 Q3	$1.52K	Hold	40	–	–	﹤0.01%	429
2024 Q2	$1.81K	Hold	40	–	–	﹤0.01%	443
2024 Q1	$1.94K	Buy	+40	New	+$1.96K	﹤0.01%	447

Other funds holding USNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

First Command Advisory Services's USNA Position: Q1 2025 in Review

First Command Advisory Services sold out of Usana Health Sciences (USNA) in Q1 2025, closing a stake of 40 shares — an estimated $1.44K sold.

First Command Advisory Services first reported a position in USNA in Q1 2024 and held it in 4 quarters. The position peaked at $1.94K in Q1 2024. 162 funds tracked by Wall St. Rank hold USNA as of Q1 2025.

First Command Advisory Services reported no remaining Usana Health Sciences position as of Q1 2025 after selling out during the quarter.
First Command Advisory Services sold 40 Usana Health Sciences shares in Q1 2025, an estimated $1.44K.
First Command Advisory Services first reported a position in Usana Health Sciences in Q1 2024 and held it in 4 quarters.
First Command Advisory Services's Usana Health Sciences position peaked at $1.94K in Q1 2024.
162 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2025.

Based on First Command Advisory Services's 13F filing for Q1 2025, filed 2 May 2025.