Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Usana Health Sciences USNA Stock Holding History

Northwestern Mutual Wealth 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
2023
Q2 		– Sell
-5
Closed -$315 – 3622
2023
Q1 		$315 Buy
+5
New +$298 ﹤0.01% 3154
2017
Q4 		– Sell
-11
Closed -$1K – 2460
2017
Q3 		$1K Buy
+11
New +$650 ﹤0.01% 2090

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Dimensional Fund Advisors
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State Street
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's USNA Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Usana Health Sciences (USNA) in Q2 2023, closing a stake of 5 shares — an estimated $315 sold.

Northwestern Mutual Wealth Management first reported a position in USNA in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 169 funds tracked by Wall St. Rank hold USNA as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Usana Health Sciences position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5 Usana Health Sciences shares in Q2 2023, an estimated $315.
  • Northwestern Mutual Wealth Management first reported a position in Usana Health Sciences in Q3 2017 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Usana Health Sciences position peaked at $1K in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.