Harbour Investments’s Usana Health Sciences USNA Stock Holding History

Harbour Investments’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	-26	Closed	-$933	–	3665
2024 Q4	$933	Hold	26	–	–	﹤0.01%	3185
2024 Q3	$986	Hold	26	–	–	﹤0.01%	3095
2024 Q2	$1.18K	Hold	26	–	–	﹤0.01%	2958
2024 Q1	$1.26K	Hold	26	–	–	﹤0.01%	2875
2023 Q4	$1.39K	Hold	26	–	–	﹤0.01%	2761
2023 Q3	$1.52K	Hold	26	–	–	﹤0.01%	2613
2023 Q2	$1.64K	Hold	26	–	–	﹤0.01%	2598
2023 Q1	$1.64K	Hold	26	–	–	﹤0.01%	2603
2022 Q4	$1.38K	Hold	26	–	–	﹤0.01%	2612
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	2492
2022 Q2	$2K	Buy	+26	New	+$1.94K	﹤0.01%	2492
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	2350
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	3375
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	3287
2021 Q1	$3K	Buy	+26	New	+$2.37K	﹤0.01%	3134

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

Harbour Investments's USNA Position: Q1 2025 in Review

Harbour Investments sold out of Usana Health Sciences (USNA) in Q1 2025, closing a stake of 26 shares — an estimated $933 sold.

Harbour Investments first reported a position in USNA in Q1 2021 and held it in 15 quarters. The position peaked at $3K in Q4 2021. 162 funds tracked by Wall St. Rank hold USNA as of Q1 2025.

Harbour Investments reported no remaining Usana Health Sciences position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 26 Usana Health Sciences shares in Q1 2025, an estimated $933.
Harbour Investments first reported a position in Usana Health Sciences in Q1 2021 and held it in 15 quarters.
Harbour Investments's Usana Health Sciences position peaked at $3K in Q4 2021.
162 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.