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
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

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

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

BlackRock New York $5.72T AUM 30.48% 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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's USNA Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 83 shares — an estimated $2.29K sold.

MassMutual Private Wealth & Trust first reported a position in USNA in Q4 2021 and held it in 15 quarters. The position peaked at $10.5K in Q2 2024. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 83 Usana Health Sciences shares in Q4 2025, an estimated $2.29K.
MassMutual Private Wealth & Trust first reported a position in Usana Health Sciences in Q4 2021 and held it in 15 quarters.
MassMutual Private Wealth & Trust's Usana Health Sciences position peaked at $10.5K in Q2 2024.
121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.