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New Age Alpha Advisors’s Usana Health Sciences USNA Stock Holding History

New Age Alpha Advisors’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
Q1 		– Sell
-1,213
Closed -$23.8K – 810
2025
Q4 		$23.8K Sell
1,213
-1,060
-47% -$22K ﹤0.01% 725
2025
Q3 		$62.6K Hold
2,273
– – ﹤0.01% 746
2025
Q2 		$69.4K Buy
+2,273
New +$64.5K ﹤0.01% 755

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Dimensional Fund Advisors
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Nantahala Capital Management
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
Vanguard Portfolio Management
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Age Alpha Advisors's USNA Position: Q1 2026 in Review

New Age Alpha Advisors sold out of Usana Health Sciences (USNA) in Q1 2026, closing a stake of 1,213 shares — an estimated $23.8K sold.

New Age Alpha Advisors first reported a position in USNA in Q2 2025 and held it in 3 quarters. The position peaked at $69.4K in Q2 2025. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • New Age Alpha Advisors reported no remaining Usana Health Sciences position as of Q1 2026 after selling out during the quarter.
  • New Age Alpha Advisors sold 1,213 Usana Health Sciences shares in Q1 2026, an estimated $23.8K.
  • New Age Alpha Advisors first reported a position in Usana Health Sciences in Q2 2025 and held it in 3 quarters.
  • New Age Alpha Advisors's Usana Health Sciences position peaked at $69.4K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.