SVB Wealth’s Usana Health Sciences USNA Stock Holding History

SVB Wealth’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 Q2	–	Sell	-77	Closed	-$2.08K	–	1566
2025 Q1	$2.08K	Buy	+77	New	+$2.44K	﹤0.01%	1229

Other funds holding USNA

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's USNA Position: Q2 2025 in Review

SVB Wealth sold out of Usana Health Sciences (USNA) in Q2 2025, closing a stake of 77 shares — an estimated $2.08K sold.

SVB Wealth first reported a position in USNA in Q1 2025 and held it in 1 quarter. The position peaked at $2.08K in Q1 2025. 164 funds tracked by Wall St. Rank hold USNA as of Q2 2025.

SVB Wealth reported no remaining Usana Health Sciences position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 77 Usana Health Sciences shares in Q2 2025, an estimated $2.08K.
SVB Wealth first reported a position in Usana Health Sciences in Q1 2025 and held it in 1 quarter.
SVB Wealth's Usana Health Sciences position peaked at $2.08K in Q1 2025.
164 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.