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Fortitude Family Office’s Usana Health Sciences USNA Stock Holding History

Fortitude Family Office’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
Q3 		$5.22K Buy
+361
New +$6.21K ﹤0.01% 1539
2026
Q2 		– Sell
-26
Closed -$454 – 2382
2026
Q1 		$454 Hold
26
– – ﹤0.01% 1764
2025
Q4 		$510 Sell
26
-153
-85% -$3.17K ﹤0.01% 1704
2025
Q3 		$4.93K Sell
179
-17
-9% -$523 ﹤0.01% 815
2025
Q2 		$5.98K Buy
+196
New +$5.57K ﹤0.01% 732

Other funds holding USNA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office's USNA Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Usana Health Sciences (USNA) in Q3 2026: 361 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in USNA as recently as Q1 2026.

Fortitude Family Office first reported a position in USNA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.98K in Q2 2025. 8 funds tracked by Wall St. Rank hold USNA as of Q3 2026.

  • Fortitude Family Office held 361 shares of Usana Health Sciences worth $5.22K as of Q3 2026.
  • Usana Health Sciences was a new Fortitude Family Office position in Q3 2026.
  • Usana Health Sciences made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1539 holding.
  • Fortitude Family Office first reported a position in Usana Health Sciences in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Usana Health Sciences position peaked at $5.98K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.