RP
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Richard Pzena’s Usana Health Sciences USNA Stock Holding History

Richard Pzena’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 		$25.7M Buy
1,205,587
+96,654
+9% +$1.82M 0.08% 116
2026
Q1 		$19.4M Sell
1,108,933
-25,496
-2% -$506K 0.06% 119
2025
Q4 		$22.3M Sell
1,134,429
-78,159
-6% -$1.62M 0.07% 115
2025
Q3 		$33.4M Buy
1,212,588
+14,328
+1% +$441K 0.11% 105
2025
Q2 		$36.6M Buy
1,198,260
+103,074
+9% +$2.93M 0.12% 101
2025
Q1 		$29.5M Buy
1,095,186
+8,110
+0.7% +$257K 0.1% 106
2024
Q4 		$39M Buy
1,087,076
+37,466
+4% +$1.4M 0.13% 88
2024
Q3 		$39.8M Buy
1,049,610
+72,977
+7% +$3M 0.13% 91
2024
Q2 		$44.2M Buy
976,633
+191,289
+24% +$8.8M 0.16% 82
2024
Q1 		$38.1M Buy
785,344
+23,729
+3% +$1.16M 0.13% 96
2023
Q4 		$40.8M Sell
761,615
-25,824
-3% -$1.31M 0.15% 95
2023
Q3 		$46.2M Sell
787,439
-2,606
-0.3% -$163K 0.2% 86
2023
Q2 		$49.8M Sell
790,045
-28,339
-3% -$1.8M 0.21% 80
2023
Q1 		$51.5M Buy
818,384
+101,503
+14% +$6.06M 0.22% 79
2022
Q4 		$38.1M Sell
716,881
-4,654
-0.6% -$252K 0.17% 98
2022
Q3 		$40.4M Sell
721,535
-4,116
-0.6% -$272K 0.2% 83
2022
Q2 		$52.5M Sell
725,651
-8,288
-1% -$617K 0.24% 75
2022
Q1 		$58.3M Buy
733,939
+288,307
+65% +$26M 0.22% 79
2021
Q4 		$45.1M Buy
445,632
+349,924
+366% +$34.9M 0.17% 93
2021
Q3 		$8.82M Buy
+95,708
New +$9.21M 0.03% 118

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Richard Pzena's USNA Position: Q2 2026 in Review

Richard Pzena increased its Usana Health Sciences (USNA) stake by 8.7% in Q2 2026, buying an estimated $1.82M and bringing the position to 1,205,587 shares worth $25.7M. The position accounts for 0.08% of the portfolio, ranked #116.

Richard Pzena first reported a position in USNA in Q3 2021 and has held it in 20 quarters since. The position peaked at $58.3M in Q1 2022. 137 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Richard Pzena held 1,205,587 shares of Usana Health Sciences worth $25.7M as of Q2 2026.
  • Richard Pzena bought 96,654 Usana Health Sciences shares in Q2 2026, an estimated $1.82M.
  • Usana Health Sciences made up 0.08% of Richard Pzena's portfolio in Q2 2026, its #116 holding.
  • Richard Pzena first reported a position in Usana Health Sciences in Q3 2021 and has held it in 20 quarters since.
  • Richard Pzena's Usana Health Sciences position peaked at $58.3M in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.