IFP Advisors’s Usana Health Sciences USNA Stock Holding History

IFP 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
2026 Q2	–	Sell	-2	Closed	-$35	–	5289
2026 Q1	$35	Buy	+2	New	+$40	﹤0.01%	4875
2025 Q4	–	Sell	-4	Closed	-$110	–	5045
2025 Q3	$110	Buy	+4	New	+$123	﹤0.01%	4531
2025 Q2	–	Hold	0	–	–	–	3090
2024 Q3	–	Sell	-15	Closed	-$679	–	3443
2024 Q2	$679	Hold	15	–	–	﹤0.01%	3054
2024 Q1	$728	Buy	+15	New	+$735	﹤0.01%	2917
2023 Q1	–	Sell	-34	Closed	-$4K	–	4392
2022 Q4	$4K	Buy	34 +1	+3%	+$54	﹤0.01%	3942
2022 Q3	$4K	Buy	33 +9	+38%	+$595	﹤0.01%	4158
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	4035
2022 Q1	$3K	Buy	+24	New	+$2.16K	﹤0.01%	4035
2020 Q2	–	Sell	-21	Closed	-$1.65K	–	2956
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	2628
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	2558
2019 Q3	$1K	Buy	+21	New	+$1.41K	﹤0.01%	2940

Other funds holding USNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's USNA Position: Q2 2026 in Review

IFP Advisors sold out of Usana Health Sciences (USNA) in Q2 2026, closing a stake of 2 shares — an estimated $35 sold.

IFP Advisors first reported a position in USNA in Q3 2019 and held it in 11 quarters. The position peaked at $4K in Q4 2022. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

IFP Advisors reported no remaining Usana Health Sciences position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 2 Usana Health Sciences shares in Q2 2026, an estimated $35.
IFP Advisors first reported a position in Usana Health Sciences in Q3 2019 and held it in 11 quarters.
IFP Advisors's Usana Health Sciences position peaked at $4K in Q4 2022.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.