Jones Financial Companies
USNA icon

Jones Financial Companies’s Usana Health Sciences USNA Stock Holding History

Jones Financial Companies’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 		$1.57K Sell
76
-94
-55% -$1.77K ﹤0.01% 4498
2026
Q1 		$2.88K Buy
170
+120
+240% +$2.38K ﹤0.01% 4044
2025
Q4 		$982 Hold
50
– – ﹤0.01% 4020
2025
Q3 		$1.43K Hold
50
– – ﹤0.01% 3800
2025
Q2 		$1.56K Buy
+50
New +$1.42K ﹤0.01% 3542
2025
Q1 		– Sell
-9
Closed -$323 – 3869
2024
Q4 		$323 Buy
+9
New +$337 ﹤0.01% 3274

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

Jones Financial Companies's USNA Position: Q2 2026 in Review

Jones Financial Companies reduced its Usana Health Sciences (USNA) stake by 55% in Q2 2026, selling an estimated $1.77K and leaving 76 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4498.

Jones Financial Companies first reported a position in USNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.88K in Q1 2026. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Jones Financial Companies held 76 shares of Usana Health Sciences worth $1.57K as of Q2 2026.
  • Jones Financial Companies sold 94 Usana Health Sciences shares in Q2 2026, an estimated $1.77K.
  • Usana Health Sciences made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4498 holding.
  • Jones Financial Companies first reported a position in Usana Health Sciences in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Usana Health Sciences position peaked at $2.88K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.