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Jump Financial’s Usana Health Sciences USNA Stock Holding History

Jump Financial’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
2025
Q3 		– Sell
-11,377
Closed -$347K – 2240
2025
Q2 		$347K Buy
+11,377
New +$323K ﹤0.01% 1365
2021
Q2 		– Sell
-4,683
Closed -$457K – 1403
2021
Q1 		$457K Buy
+4,683
New +$426K 0.04% 434

Other funds holding USNA

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Jump Financial's USNA Position: Q3 2025 in Review

Jump Financial sold out of Usana Health Sciences (USNA) in Q3 2025, closing a stake of 11,377 shares — an estimated $347K sold.

Jump Financial first reported a position in USNA in Q1 2021 and held it in 2 quarters. The position peaked at $457K in Q1 2021. 165 funds tracked by Wall St. Rank hold USNA as of Q3 2025.

  • Jump Financial reported no remaining Usana Health Sciences position as of Q3 2025 after selling out during the quarter.
  • Jump Financial sold 11,377 Usana Health Sciences shares in Q3 2025, an estimated $347K.
  • Jump Financial first reported a position in Usana Health Sciences in Q1 2021 and held it in 2 quarters.
  • Jump Financial's Usana Health Sciences position peaked at $457K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2025.

Based on Jump Financial's 13F filing for Q3 2025, filed 13 Nov 2025.