Private Wealth Management Group’s Usana Health Sciences USNA Stock Holding History

Private Wealth Management Group’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	-46	Closed	-$1.27K	–	1543
2025 Q3	$1.27K	Hold	46	–	–	﹤0.01%	1226
2025 Q2	$1.41K	Buy	+46	New	+$1.31K	﹤0.01%	1189
2025 Q1	–	Sell	-28	Closed	-$1K	–	1592
2024 Q4	$1K	Hold	28	–	–	﹤0.01%	1307
2024 Q3	$1.06K	Buy	+28	New	+$1.15K	﹤0.01%	1267
2024 Q2	–	Sell	-17	Closed	-$825	–	1610
2024 Q1	$825	Buy	+17	New	+$832	﹤0.01%	1327

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

Private Wealth Management Group's USNA Position: Q4 2025 in Review

Private Wealth Management Group sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 46 shares — an estimated $1.27K sold.

Private Wealth Management Group first reported a position in USNA in Q1 2024 and held it in 5 quarters. The position peaked at $1.41K in Q2 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

Private Wealth Management Group reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 46 Usana Health Sciences shares in Q4 2025, an estimated $1.27K.
Private Wealth Management Group first reported a position in Usana Health Sciences in Q1 2024 and held it in 5 quarters.
Private Wealth Management Group's Usana Health Sciences position peaked at $1.41K in Q2 2025.
121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.