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Larson Financial Group’s Usana Health Sciences USNA Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-2
Closed -$54 – 3506
2025
Q1 		$54 Hold
2
– – ﹤0.01% 2982
2024
Q4 		$72 Hold
2
– – ﹤0.01% 2659
2024
Q3 		$76 Hold
2
– – ﹤0.01% 2588
2024
Q2 		$90 Buy
+2
New +$92 ﹤0.01% 2267

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Dimensional Fund Advisors
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State Street
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Larson Financial Group's USNA Position: Q2 2025 in Review

Larson Financial Group sold out of Usana Health Sciences (USNA) in Q2 2025, closing a stake of 2 shares — an estimated $54 sold.

Larson Financial Group first reported a position in USNA in Q2 2024 and held it in 4 quarters. The position peaked at $90 in Q2 2024. 164 funds tracked by Wall St. Rank hold USNA as of Q2 2025.

  • Larson Financial Group reported no remaining Usana Health Sciences position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 2 Usana Health Sciences shares in Q2 2025, an estimated $54.
  • Larson Financial Group first reported a position in Usana Health Sciences in Q2 2024 and held it in 4 quarters.
  • Larson Financial Group's Usana Health Sciences position peaked at $90 in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.