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 Q3	–	Sell	-11	Closed	-$235	–	2789
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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's USNA Position: Q3 2026 in Review

True Wealth Design sold out of Usana Health Sciences (USNA) in Q3 2026, closing a stake of 11 shares — an estimated $235 sold.

True Wealth Design first reported a position in USNA in Q1 2025 and held it in 5 quarters. The position peaked at $524 in Q3 2025. 6 funds tracked by Wall St. Rank hold USNA as of Q3 2026.

True Wealth Design reported no remaining Usana Health Sciences position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 11 Usana Health Sciences shares in Q3 2026, an estimated $235.
True Wealth Design first reported a position in Usana Health Sciences in Q1 2025 and held it in 5 quarters.
True Wealth Design's Usana Health Sciences position peaked at $524 in Q3 2025.
6 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.