Occudo Quantitative Strategies’s Usana Health Sciences USNA Stock Holding History

Occudo Quantitative Strategies’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 Q2	$227K	Buy	10,616 +92	+0.9%	+$1.73K	0.01%	655
2026 Q1	$200K	Buy	+10,524	New	+$209K	0.01%	672
2024 Q4	–	Sell	-7,397	Closed	-$280K	–	969
2024 Q3	$280K	Sell	7,397 -407	-5%	-$16.7K	0.05%	482
2024 Q2	$353K	Sell	7,804 -942	-11%	-$43.3K	0.06%	410
2024 Q1	$424K	Buy	8,746 +1,617	+23%	+$79.2K	0.07%	355
2023 Q4	$382K	Buy	+7,129	New	+$361K	0.05%	466
2023 Q2	–	Sell	-7,630	Closed	-$480K	–	1303
2023 Q1	$480K	Sell	7,630 -576	-7%	-$34.4K	0.04%	531
2022 Q4	$437K	Sell	8,206 -1,104	-12%	-$59.8K	0.05%	548
2022 Q3	$522K	Buy	+9,310	New	+$615K	0.04%	646
2022 Q1	–	Sell	-2,422	Closed	-$245K	–	1342
2021 Q4	$245K	Sell	2,422 -1,644	-40%	-$164K	0.02%	835
2021 Q3	$375K	Buy	4,066 +381	+10%	+$36.7K	0.04%	648
2021 Q2	$377K	Buy	+3,685	New	+$370K	0.06%	511

Other funds holding USNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's USNA Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Usana Health Sciences (USNA) stake by 0.87% in Q2 2026, buying an estimated $1.73K and bringing the position to 10,616 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #655.

Occudo Quantitative Strategies first reported a position in USNA in Q2 2021 and has held it in 12 quarters since. The position peaked at $522K in Q3 2022. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

Occudo Quantitative Strategies held 10,616 shares of Usana Health Sciences worth $227K as of Q2 2026.
Occudo Quantitative Strategies bought 92 Usana Health Sciences shares in Q2 2026, an estimated $1.73K.
Usana Health Sciences made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #655 holding.
Occudo Quantitative Strategies first reported a position in Usana Health Sciences in Q2 2021 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Usana Health Sciences position peaked at $522K in Q3 2022.
138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.