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Halbert Hargrove Global Advisors’s Usana Health Sciences USNA Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-52
Closed -$1.43K – 726
2025
Q3 		$1.43K Buy
+52
New +$1.6K ﹤0.01% 627

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Dimensional Fund Advisors
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NCM
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Charles Schwab
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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

Halbert Hargrove Global Advisors's USNA Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 52 shares — an estimated $1.43K sold.

Halbert Hargrove Global Advisors first reported a position in USNA in Q3 2025 and held it in 1 quarter. The position peaked at $1.43K in Q3 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 52 Usana Health Sciences shares in Q4 2025, an estimated $1.43K.
  • Halbert Hargrove Global Advisors first reported a position in Usana Health Sciences in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Usana Health Sciences position peaked at $1.43K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.