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True Wealth Design’s Usana Health Sciences USNA Stock Holding History

True Wealth Design’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
Q2 		$235 Buy
11
+1
+10% +$19 ﹤0.01% 2413
2026
Q1 		$175 Buy
10
+8
+400% +$159 ﹤0.01% 2353
2025
Q4 		$40 Sell
2
-17
-89% -$353 ﹤0.01% 2431
2025
Q3 		$524 Buy
+19
New +$585 ﹤0.01% 1993
2025
Q2 		– Sell
-4
Closed -$108 – 2832
2025
Q1 		$108 Buy
+4
New +$127 ﹤0.01% 2166

Other funds holding USNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's USNA Position: Q2 2026 in Review

True Wealth Design increased its Usana Health Sciences (USNA) stake by 10% in Q2 2026, buying an estimated $19 and bringing the position to 11 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

True Wealth Design first reported a position in USNA in Q1 2025 and has held it in 5 quarters since. The position peaked at $524 in Q3 2025. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • True Wealth Design held 11 shares of Usana Health Sciences worth $235 as of Q2 2026.
  • True Wealth Design bought 1 Usana Health Sciences share in Q2 2026, an estimated $19.
  • Usana Health Sciences made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2413 holding.
  • True Wealth Design first reported a position in Usana Health Sciences in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Usana Health Sciences position peaked at $524 in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.