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
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 $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return