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High Note Wealth’s Usana Health Sciences USNA Stock Holding History

High Note Wealth’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
Q3 		– Sell
-47
Closed -$1.44K – 1000
2025
Q2 		$1.44K Buy
+47
New +$1.33K ﹤0.01% 735

Other funds holding USNA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

High Note Wealth's USNA Position: Q3 2025 in Review

High Note Wealth sold out of Usana Health Sciences (USNA) in Q3 2025, closing a stake of 47 shares — an estimated $1.44K sold.

High Note Wealth first reported a position in USNA in Q2 2025 and held it in 1 quarter. The position peaked at $1.44K in Q2 2025. 165 funds tracked by Wall St. Rank hold USNA as of Q3 2025.

  • High Note Wealth reported no remaining Usana Health Sciences position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 47 Usana Health Sciences shares in Q3 2025, an estimated $1.44K.
  • High Note Wealth first reported a position in Usana Health Sciences in Q2 2025 and held it in 1 quarter.
  • High Note Wealth's Usana Health Sciences position peaked at $1.44K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.