RIL
USNA icon

Rothschild Investment LLC’s Usana Health Sciences USNA Stock Holding History

Rothschild Investment LLC’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 		$2.54K Buy
119
+68
+133% +$1.28K ﹤0.01% 2650
2026
Q1 		$891 Buy
51
+27
+113% +$536 ﹤0.01% 2924
2025
Q4 		$471 Sell
24
-11
-31% -$228 ﹤0.01% 2941
2025
Q3 		$964 Hold
35
– – ﹤0.01% 2592
2025
Q2 		$1.07K Buy
35
+5
+17% +$142 ﹤0.01% 2435
2025
Q1 		$809 Buy
30
+20
+200% +$633 ﹤0.01% 2452
2024
Q4 		$359 Buy
+10
New +$374 ﹤0.01% 2652

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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

Rothschild Investment LLC's USNA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Usana Health Sciences (USNA) stake by 133% in Q2 2026, buying an estimated $1.28K and bringing the position to 119 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Rothschild Investment LLC first reported a position in USNA in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Rothschild Investment LLC held 119 shares of Usana Health Sciences worth $2.54K as of Q2 2026.
  • Rothschild Investment LLC bought 68 Usana Health Sciences shares in Q2 2026, an estimated $1.28K.
  • Usana Health Sciences made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2650 holding.
  • Rothschild Investment LLC first reported a position in Usana Health Sciences in Q4 2024 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.