Simplex Trading
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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 		$29.7K Sell
1,700
-200
-11% -$3.97K ﹤0.01% 6393
2025
Q4 		$37.3K Sell
1,900
-3,300
-63% -$68.5K ﹤0.01% 5915
2025
Q3 		$143K Buy
5,200
+4,900
+1,633% +$151K ﹤0.01% 5342
2025
Q2 		$9K Sell
300
-200
-40% -$5.68K ﹤0.01% 7428
2025
Q1 		$13K Buy
500
+300
+150% +$9.5K ﹤0.01% 6942
2024
Q4 		$7K Buy
+200
New +$7.48K ﹤0.01% 7456
2024
Q3 		– Sell
-400
Closed -$18K – 9657
2024
Q2 		$18K Sell
400
-2,500
-86% -$115K ﹤0.01% 7005
2024
Q1 		$140K Buy
+2,900
New +$142K ﹤0.01% 5242
2023
Q2 		– Sell
-700
Closed -$44K – 10006
2023
Q1 		$44K Hold
700
– – ﹤0.01% 6074
2022
Q4 		$37K Hold
700
– – ﹤0.01% 6231
2022
Q3 		$39K Buy
+700
New +$46.3K ﹤0.01% 6778
2021
Q4 		– Sell
-100
Closed -$10K – 11496
2021
Q3 		$10K Hold
100
– – ﹤0.01% 8941
2021
Q2 		$10K Buy
100
+99
+9,900% +$9.94K ﹤0.01% 9113
2021
Q1 		$9K Sell
1
-4
-80% -$364 ﹤0.01% 7974
2020
Q4 		$38K Buy
5
+3
+150% +$232 ﹤0.01% 6453
2020
Q3 		$14K Sell
2
-4
-67% -$321 ﹤0.01% 6626
2020
Q2 		$44K Sell
6
-35
-85% -$2.75K ﹤0.01% 5617
2020
Q1 		$236K Buy
41
+34
+486% +$2.37K ﹤0.01% 3407
2019
Q4 		$54K Buy
7
+1
+17% +$74 ﹤0.01% 5120
2019
Q3 		$41K Buy
6
+3
+100% +$201 ﹤0.01% 5213
2019
Q2 		$23K Sell
3
-47
-94% -$3.73K ﹤0.01% 5510
2019
Q1 		$419K Sell
50
-7
-12% -$731 ﹤0.01% 2839
2018
Q4 		$671K Buy
+57
New +$6.59K ﹤0.01% 1962
2018
Q3 		– Sell
-10
Closed -$115K – 8115
2018
Q2 		$115K Buy
+10
New +$1.09K ﹤0.01% 4129
2017
Q4 		– Sell
-20
Closed -$23K – 6739
2017
Q3 		$23K Buy
+20
New +$1.18K ﹤0.01% 3036

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.