Integrated Wealth Concepts’s Usana Health Sciences USNA Stock Holding History

Integrated Wealth Concepts’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	$18.8K	Buy	+882	New	+$16.6K	﹤0.01%	4143

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

Integrated Wealth Concepts's USNA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Usana Health Sciences (USNA) in Q2 2026: 882 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #4143 among its holdings.

138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

Integrated Wealth Concepts held 882 shares of Usana Health Sciences worth $18.8K as of Q2 2026.
Usana Health Sciences was a new Integrated Wealth Concepts position in Q2 2026.
Usana Health Sciences made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4143 holding.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.