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Investors Portfolio Services’s Usana Health Sciences USNA Stock Holding History

Investors Portfolio Services’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 		$2.5K Buy
117
+38
+48% +$714 ﹤0.01% 232
2026
Q1 		$1.39K Buy
+79
New +$1.57K ﹤0.01% 298

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investors Portfolio Services's USNA Position: Q2 2026 in Review

Investors Portfolio Services increased its Usana Health Sciences (USNA) stake by 48% in Q2 2026, buying an estimated $714 and bringing the position to 117 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Investors Portfolio Services first reported a position in USNA in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Investors Portfolio Services held 117 shares of Usana Health Sciences worth $2.5K as of Q2 2026.
  • Investors Portfolio Services bought 38 Usana Health Sciences shares in Q2 2026, an estimated $714.
  • Usana Health Sciences made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #232 holding.
  • Investors Portfolio Services first reported a position in Usana Health Sciences in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.