Salomon & Ludwin’s Usana Health Sciences USNA Stock Holding History

Salomon & Ludwin’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 Q4	–	Sell	-38	Closed	-$1.03K	–	2219
2025 Q3	$1.03K	Buy	+38	New	+$1.17K	﹤0.01%	2047

Other funds holding USNA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salomon & Ludwin's USNA Position: Q4 2025 in Review

Salomon & Ludwin sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 38 shares — an estimated $1.03K sold.

Salomon & Ludwin first reported a position in USNA in Q3 2025 and held it in 1 quarter. The position peaked at $1.03K in Q3 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

Salomon & Ludwin reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
Salomon & Ludwin sold 38 Usana Health Sciences shares in Q4 2025, an estimated $1.03K.
Salomon & Ludwin first reported a position in Usana Health Sciences in Q3 2025 and held it in 1 quarter.
Salomon & Ludwin's Usana Health Sciences position peaked at $1.03K in Q3 2025.
121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Salomon & Ludwin's 13F filing for Q4 2025, filed 28 Jan 2026.