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Safe Harbor Fiduciary’s Usana Health Sciences USNA Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$24.4K Hold
800
– – 0.02% 129
2025
Q1 		$21.6K Hold
800
– – 0.02% 127
2024
Q4 		$28.7K Hold
800
– – 0.03% 113
2024
Q3 		$30.3K Buy
+800
New +$32.9K 0.03% 112

Other funds holding USNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Safe Harbor Fiduciary's USNA Position: Q2 2025 in Review

Safe Harbor Fiduciary held its Usana Health Sciences (USNA) position steady in Q2 2025 at 800 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #129.

Safe Harbor Fiduciary first reported a position in USNA in Q3 2024 and has held it in 4 quarters since. The position peaked at $30.3K in Q3 2024. 164 funds tracked by Wall St. Rank hold USNA as of Q2 2025.

  • Safe Harbor Fiduciary held 800 shares of Usana Health Sciences worth $24.4K as of Q2 2025.
  • Safe Harbor Fiduciary left its Usana Health Sciences share count unchanged in Q2 2025.
  • Usana Health Sciences made up 0.02% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #129 holding.
  • Safe Harbor Fiduciary first reported a position in Usana Health Sciences in Q3 2024 and has held it in 4 quarters since.
  • Safe Harbor Fiduciary's Usana Health Sciences position peaked at $30.3K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.