Simplex Trading
USNA icon

Simplex Trading’s Usana Health Sciences USNA Stock Holding History

Simplex Trading’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 		$12K Buy
687
+21
+3% +$417 ﹤0.01% 7191
2025
Q4 		$13.1K Sell
666
-608
-48% -$12.6K ﹤0.01% 6812
2025
Q3 		$35K Buy
+1,274
New +$39.2K ﹤0.01% 6826
2025
Q1 		– Sell
-63
Closed -$2K – 9752
2024
Q4 		$2K Buy
+63
New +$2.36K ﹤0.01% 8096
2024
Q2 		– Sell
-265
Closed -$12.2K – 9894
2024
Q1 		$12K Buy
+265
New +$13K ﹤0.01% 7504
2023
Q3 		– Sell
-102
Closed -$6.38K – 9902
2023
Q2 		$6K Buy
+102
New +$6.5K ﹤0.01% 7845
2022
Q4 		– Sell
-24
Closed -$1.3K – 10510
2022
Q3 		$1K Buy
+24
New +$1.59K ﹤0.01% 9662
2021
Q4 		– Sell
-84
Closed -$8K – 11495
2021
Q3 		$8K Hold
84
– – ﹤0.01% 9076
2021
Q2 		$8K Sell
84
-1
-1% -$100 ﹤0.01% 9252
2021
Q1 		$8K Buy
+85
New +$7.74K ﹤0.01% 8036
2020
Q1 		– Sell
-76
Closed -$5.29K – 8331
2019
Q4 		$5K Buy
+76
New +$5.6K ﹤0.01% 6722
2019
Q2 		– Sell
-3,600
Closed -$285K – 7839
2019
Q1 		$301K Buy
3,600
+32
+0.9% +$3.34K ﹤0.01% 3198
2018
Q4 		$420K Buy
+3,568
New +$413K ﹤0.01% 2393
2018
Q3 		– Sell
-661
Closed -$76K – 8114
2018
Q2 		$76K Buy
+661
New +$72.3K ﹤0.01% 4609
2017
Q4 		– Sell
-1,198
Closed -$69K – 6738
2017
Q3 		$69K Buy
+1,198
New +$70.8K ﹤0.01% 2011

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
Dimensional Fund Advisors
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Simplex Trading's USNA Position: Q1 2026 in Review

Simplex Trading increased its Usana Health Sciences (USNA) stake by 3.2% in Q1 2026, buying an estimated $417 and bringing the position to 687 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #7191.

Simplex Trading first reported a position in USNA in Q3 2017 and has held it in 15 quarters since. The position peaked at $420K in Q4 2018. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Simplex Trading held 687 shares of Usana Health Sciences worth $12K as of Q1 2026.
  • Simplex Trading bought 21 Usana Health Sciences shares in Q1 2026, an estimated $417.
  • Usana Health Sciences made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7191 holding.
  • Simplex Trading first reported a position in Usana Health Sciences in Q3 2017 and has held it in 15 quarters since.
  • Simplex Trading's Usana Health Sciences position peaked at $420K in Q4 2018.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.