Key Financial Inc’s Usana Health Sciences USNA Stock Holding History

Key Financial Inc’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	$4.27K	Hold	200	–	–	﹤0.01%	1051
2026 Q1	$3.49K	Hold	200	–	–	﹤0.01%	1100
2025 Q4	$3.93K	Hold	200	–	–	﹤0.01%	1079
2025 Q3	$5.45K	Hold	200	–	–	﹤0.01%	1023
2025 Q2	$6.11K	Hold	200	–	–	﹤0.01%	991
2025 Q1	$5.39K	Hold	200	–	–	﹤0.01%	977
2024 Q4	$7.18K	Hold	200	–	–	﹤0.01%	893
2024 Q3	$7.58K	Hold	200	–	–	﹤0.01%	861
2024 Q2	$9.05K	Hold	200	–	–	﹤0.01%	804
2024 Q1	$9.7K	Hold	200	–	–	﹤0.01%	772
2023 Q4	$10.7K	Hold	200	–	–	﹤0.01%	718
2023 Q3	$11.7K	Hold	200	–	–	﹤0.01%	675
2023 Q2	$12.6K	Hold	200	–	–	﹤0.01%	668
2023 Q1	$12.6K	Hold	200	–	–	﹤0.01%	627
2022 Q4	$11.2K	Hold	200	–	–	0.01%	604
2022 Q3	$11K	Buy	+200	New	+$13.2K	0.01%	618

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

Key Financial Inc's USNA Position: Q2 2026 in Review

Key Financial Inc held its Usana Health Sciences (USNA) position steady in Q2 2026 at 200 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Key Financial Inc first reported a position in USNA in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.6K in Q2 2023. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

Key Financial Inc held 200 shares of Usana Health Sciences worth $4.27K as of Q2 2026.
Key Financial Inc left its Usana Health Sciences share count unchanged in Q2 2026.
Usana Health Sciences made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1051 holding.
Key Financial Inc first reported a position in Usana Health Sciences in Q3 2022 and has held it in 16 quarters since.
Key Financial Inc's Usana Health Sciences position peaked at $12.6K in Q2 2023.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.