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Summit Wealth Group (Colorado)’s Usana Health Sciences USNA Stock Holding History

Summit Wealth Group (Colorado)’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
-1,662,026
Closed -$64.7M – 473
2025
Q3 		$64.7M Buy
+1,662,026
New +$51.1M 10.01% 1

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s USNA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 1,662,026 shares — an estimated $64.7M sold.

Summit Wealth Group (Colorado) first reported a position in USNA in Q3 2025 and held it in 1 quarter. The position peaked at $64.7M in Q3 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,662,026 Usana Health Sciences shares in Q4 2025, an estimated $64.7M.
  • Summit Wealth Group (Colorado) first reported a position in Usana Health Sciences in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Usana Health Sciences position peaked at $64.7M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.