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Sunbelt Securities’s Usana Health Sciences USNA Stock Holding History

Sunbelt Securities’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 		$87 Buy
+5
New +$99 ﹤0.01% 2691
2025
Q4 		– Sell
-13
Closed -$358 – 2958
2025
Q3 		$358 Buy
+13
New +$400 ﹤0.01% 2314

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

Sunbelt Securities's USNA Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Usana Health Sciences (USNA) in Q1 2026: 5 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #2691 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in USNA as recently as Q3 2025.

Sunbelt Securities first reported a position in USNA in Q3 2025 and has held it in 2 quarters since. The position peaked at $358 in Q3 2025. 139 funds tracked by Wall St. Rank hold USNA as of Q1 2026.

  • Sunbelt Securities held 5 shares of Usana Health Sciences worth $87 as of Q1 2026.
  • Usana Health Sciences was a new Sunbelt Securities position in Q1 2026.
  • Usana Health Sciences made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2691 holding.
  • Sunbelt Securities first reported a position in Usana Health Sciences in Q3 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Usana Health Sciences position peaked at $358 in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.