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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
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

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NCM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rothschild Investment LLC's USNA Position: Q1 2026 in Review

Rothschild Investment LLC increased its Usana Health Sciences (USNA) stake by 113% in Q1 2026, buying an estimated $536 and bringing the position to 51 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Rothschild Investment LLC first reported a position in USNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.07K in Q2 2025. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Rothschild Investment LLC held 51 shares of Usana Health Sciences worth $891 as of Q1 2026.
  • Rothschild Investment LLC bought 27 Usana Health Sciences shares in Q1 2026, an estimated $536.
  • Usana Health Sciences made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2924 holding.
  • Rothschild Investment LLC first reported a position in Usana Health Sciences in Q4 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Usana Health Sciences position peaked at $1.07K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.