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Lindbrook Capital’s Usana Health Sciences USNA Stock Holding History

Lindbrook Capital’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
Q1 		$917 Sell
34
-153
-82% -$4.84K ﹤0.01% 2487
2024
Q4 		$6.71K Buy
187
+100
+115% +$3.74K ﹤0.01% 1847
2024
Q3 		$3.3K Sell
87
-104
-54% -$4.27K ﹤0.01% 2177
2024
Q2 		$8.64K Sell
191
-57
-23% -$2.62K ﹤0.01% 1708
2024
Q1 		$12K Sell
248
-74
-23% -$3.62K ﹤0.01% 1467
2023
Q4 		$17.3K Buy
322
+185
+135% +$9.36K ﹤0.01% 1259
2023
Q3 		$8.03K Sell
137
-8
-6% -$500 ﹤0.01% 1524
2023
Q2 		$9.14K Sell
145
-21
-13% -$1.34K ﹤0.01% 1516
2023
Q1 		$10.4K Buy
166
+9
+6% +$537 ﹤0.01% 1430
2022
Q4 		$8.35K Buy
157
+35
+29% +$1.9K ﹤0.01% 1524
2022
Q3 		$7K Buy
122
+14
+13% +$925 ﹤0.01% 1519
2022
Q2 		$8K Sell
108
-3
-3% -$223 ﹤0.01% 1369
2022
Q1 		$9K Buy
111
+8
+8% +$721 ﹤0.01% 1350
2021
Q4 		$10K Hold
103
– – ﹤0.01% 1285
2021
Q3 		$9K Hold
103
– – ﹤0.01% 1056
2021
Q2 		$11K Hold
103
– – ﹤0.01% 1031
2021
Q1 		$10K Hold
103
– – ﹤0.01% 1035
2020
Q4 		$8K Hold
103
– – ﹤0.01% 1015
2020
Q3 		$8K Hold
103
– – ﹤0.01% 931
2020
Q2 		$8K Hold
103
– – ﹤0.01% 926
2020
Q1 		$6K Buy
+103
New +$7.16K ﹤0.01% 948

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 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

Lindbrook Capital's USNA Position: Q1 2025 in Review

Lindbrook Capital reduced its Usana Health Sciences (USNA) stake by 82% in Q1 2025, selling an estimated $4.84K and leaving 34 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Lindbrook Capital first reported a position in USNA in Q1 2020 and has held it in 21 quarters since. The position peaked at $17.3K in Q4 2023. 162 funds tracked by Wall St. Rank hold USNA as of Q1 2025.

  • Lindbrook Capital held 34 shares of Usana Health Sciences worth $917 as of Q1 2025.
  • Lindbrook Capital sold 153 Usana Health Sciences shares in Q1 2025, an estimated $4.84K.
  • Usana Health Sciences made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2487 holding.
  • Lindbrook Capital first reported a position in Usana Health Sciences in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Usana Health Sciences position peaked at $17.3K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.