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MassMutual Private Wealth & Trust’s Usana Health Sciences USNA Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$1.62K Buy
+112
New +$1.93K ﹤0.01% 2000
2025
Q4 		– Sell
-83
Closed -$2.29K – 2461
2025
Q3 		$2.29K Hold
83
– – ﹤0.01% 1946
2025
Q2 		$2.53K Buy
83
+13
+19% +$369 ﹤0.01% 1884
2025
Q1 		$1.89K Sell
70
-30
-30% -$950 ﹤0.01% 1937
2024
Q4 		$3.59K Buy
100
+67
+203% +$2.51K ﹤0.01% 1658
2024
Q3 		$1.25K Sell
33
-200
-86% -$8.22K ﹤0.01% 1794
2024
Q2 		$10.5K Buy
233
+128
+122% +$5.89K ﹤0.01% 1074
2024
Q1 		$5.09K Buy
105
+3
+3% +$147 ﹤0.01% 1275
2023
Q4 		$5.47K Buy
102
+95
+1,357% +$4.8K ﹤0.01% 1222
2023
Q3 		$410 Sell
7
-25
-78% -$1.56K ﹤0.01% 1858
2023
Q2 		$2.02K Hold
32
– – ﹤0.01% 1464
2023
Q1 		$2.01K Buy
32
+25
+357% +$1.49K ﹤0.01% 1424
2022
Q4 		$0 Sell
7
-11
-61% -$596 ﹤0.01% 1866
2022
Q3 		$1K Buy
+18
New +$1.19K ﹤0.01% 1550
2022
Q2 		– Sell
-42
Closed -$3K – 1723
2022
Q1 		$3K Buy
42
+28
+200% +$2.52K ﹤0.01% 1095
2021
Q4 		$1K Buy
+14
New +$1.4K ﹤0.01% 1323

Other funds holding USNA

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust's USNA Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Usana Health Sciences (USNA) in Q3 2026: 112 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in USNA as recently as Q3 2025.

MassMutual Private Wealth & Trust first reported a position in USNA in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.5K in Q2 2024. 6 funds tracked by Wall St. Rank hold USNA as of Q3 2026.

  • MassMutual Private Wealth & Trust held 112 shares of Usana Health Sciences worth $1.62K as of Q3 2026.
  • Usana Health Sciences was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • Usana Health Sciences made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2000 holding.
  • MassMutual Private Wealth & Trust first reported a position in Usana Health Sciences in Q4 2021 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Usana Health Sciences position peaked at $10.5K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.