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MAI Capital Management’s Usana Health Sciences USNA Stock Holding History

MAI Capital Management’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 		– Sell
-550
Closed -$9.61K – 4595
2026
Q1 		$9.61K Buy
550
+426
+344% +$8.45K ﹤0.01% 3200
2025
Q4 		$2.44K Buy
124
+24
+24% +$498 ﹤0.01% 3363
2025
Q3 		$2.75K Sell
100
-36
-26% -$1.11K ﹤0.01% 3227
2025
Q2 		$4.15K Buy
136
+36
+36% +$1.02K ﹤0.01% 3139
2025
Q1 		$2.7K Hold
100
– – ﹤0.01% 2904
2024
Q4 		$3.59K Buy
+100
New +$3.74K ﹤0.01% 2884

Other funds holding USNA

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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAI Capital Management's USNA Position: Q2 2026 in Review

MAI Capital Management sold out of Usana Health Sciences (USNA) in Q2 2026, closing a stake of 550 shares — an estimated $9.61K sold.

MAI Capital Management first reported a position in USNA in Q4 2024 and held it in 6 quarters. The position peaked at $9.61K in Q1 2026. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • MAI Capital Management reported no remaining Usana Health Sciences position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 550 Usana Health Sciences shares in Q2 2026, an estimated $9.61K.
  • MAI Capital Management first reported a position in Usana Health Sciences in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Usana Health Sciences position peaked at $9.61K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.