Raymond James Financial
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Raymond James Financial’s Usana Health Sciences USNA Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-161
Closed -$4.92K – 6690
2025
Q2 		$4.92K Buy
+161
New +$4.57K ﹤0.01% 6179

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Vanguard Group
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Dimensional Fund Advisors
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State Street
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Morgan Stanley
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Charles Schwab
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Jacobs Levy Equity Management
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Raymond James Financial's USNA Position: Q3 2025 in Review

Raymond James Financial sold out of Usana Health Sciences (USNA) in Q3 2025, closing a stake of 161 shares — an estimated $4.92K sold.

Raymond James Financial first reported a position in USNA in Q2 2025 and held it in 1 quarter. The position peaked at $4.92K in Q2 2025. 165 funds tracked by Wall St. Rank hold USNA as of Q3 2025.

  • Raymond James Financial reported no remaining Usana Health Sciences position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 161 Usana Health Sciences shares in Q3 2025, an estimated $4.92K.
  • Raymond James Financial first reported a position in Usana Health Sciences in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Usana Health Sciences position peaked at $4.92K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.