Mariner’s Usana Health Sciences USNA Stock Holding History

Mariner’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	-18,006	Closed	-$550K	–	3767
2025 Q2	$550K	Sell	18,006 -416	-2%	-$11.8K	﹤0.01%	2257
2025 Q1	$497K	Buy	+18,422	New	+$583K	﹤0.01%	2211

Other funds holding USNA

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Mariner's USNA Position: Q3 2025 in Review

Mariner sold out of Usana Health Sciences (USNA) in Q3 2025, closing a stake of 18,006 shares — an estimated $550K sold.

Mariner first reported a position in USNA in Q1 2025 and held it in 2 quarters. The position peaked at $550K in Q2 2025. 165 funds tracked by Wall St. Rank hold USNA as of Q3 2025.

Mariner reported no remaining Usana Health Sciences position as of Q3 2025 after selling out during the quarter.
Mariner sold 18,006 Usana Health Sciences shares in Q3 2025, an estimated $550K.
Mariner first reported a position in Usana Health Sciences in Q1 2025 and held it in 2 quarters.
Mariner's Usana Health Sciences position peaked at $550K in Q2 2025.
165 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.