UBS AM
USNA icon

UBS AM’s Usana Health Sciences USNA Stock Holding History

UBS AM’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 		$2.8K Hold
131
– – ﹤0.01% 3492
2026
Q1 		$2.29K Buy
+131
New +$2.6K ﹤0.01% 3573
2025
Q4 		– Sell
-12,596
Closed -$347K – 3337
2025
Q3 		$347K Sell
12,596
-14,166
-53% -$436K ﹤0.01% 2196
2025
Q2 		$817K Buy
26,762
+9,462
+55% +$269K ﹤0.01% 2431
2025
Q1 		$467K Hold
17,300
– – ﹤0.01% 2509
2024
Q4 		$621K Buy
17,300
+7,877
+84% +$295K ﹤0.01% 2511
2024
Q3 		$357K Sell
9,423
-6,810
-42% -$280K ﹤0.01% 2701
2024
Q2 		$734K Buy
16,233
+7,202
+80% +$331K ﹤0.01% 2511
2024
Q1 		$438K Hold
9,031
– – ﹤0.01% 2324
2023
Q4 		$484K Hold
9,031
– – ﹤0.01% 2326
2023
Q3 		$529K Sell
9,031
-2,899
-24% -$181K ﹤0.01% 2273
2023
Q2 		$750K Hold
11,930
– – ﹤0.01% 2133
2023
Q1 		$750K Sell
11,930
-2,614
-18% -$156K ﹤0.01% 2133
2022
Q4 		$774K Hold
14,544
– – ﹤0.01% 1984
2022
Q3 		$815K Buy
14,544
+901
+7% +$59.6K ﹤0.01% 2089
2022
Q2 		$987K Buy
13,643
+1,333
+11% +$99.3K ﹤0.01% 1971
2022
Q1 		$978K Hold
12,310
– – ﹤0.01% 2157
2021
Q4 		$1.25M Sell
12,310
-974
-7% -$97.2K ﹤0.01% 2092
2021
Q3 		$1.22M Buy
13,284
+3,017
+29% +$290K ﹤0.01% 2054
2021
Q2 		$1.05M Buy
10,267
+285
+3% +$28.6K ﹤0.01% 2185
2021
Q1 		$974K Sell
9,982
-1,283
-11% -$117K ﹤0.01% 2105
2020
Q4 		$869K Sell
11,265
-713
-6% -$55.2K ﹤0.01% 2059
2020
Q3 		$882K Buy
11,978
+442
+4% +$35.5K ﹤0.01% 1890
2020
Q2 		$847K Sell
11,536
-151
-1% -$11.8K ﹤0.01% 1876
2020
Q1 		$675K Sell
11,687
-1,234
-10% -$85.8K ﹤0.01% 1847
2019
Q4 		$1.01M Buy
12,921
+55
+0.4% +$4.05K ﹤0.01% 1909
2019
Q3 		$880K Buy
12,866
+3,694
+40% +$248K ﹤0.01% 2019
2019
Q2 		$729K Buy
9,172
+1,521
+20% +$121K ﹤0.01% 2036
2019
Q1 		$642K Sell
7,651
-2,321
-23% -$242K ﹤0.01% 2007
2018
Q4 		$1.17M Buy
9,972
+521
+6% +$60.2K ﹤0.01% 1683
2018
Q3 		$1.14M Buy
9,451
+2,100
+29% +$261K ﹤0.01% 1757
2018
Q2 		$848K Hold
7,351
– – ﹤0.01% 1883
2018
Q1 		$631K Buy
7,351
+900
+14% +$69.7K ﹤0.01% 1932
2017
Q4 		$478K Buy
+6,451
New +$432K ﹤0.01% 1994
2016
Q4 		– Sell
-6,566
Closed -$454K – 2662
2016
Q3 		$454K Hold
6,566
– – ﹤0.01% 2032
2016
Q2 		$366K Hold
6,566
– – ﹤0.01% 2127
2016
Q1 		$399K Sell
6,566
-220
-3% -$13K ﹤0.01% 2044
2015
Q4 		$433K Hold
6,786
– – ﹤0.01% 2134
2015
Q3 		$455K Hold
6,786
– – ﹤0.01% 2071
2015
Q2 		$464K Hold
6,786
– – ﹤0.01% 2109
2015
Q1 		$377K Buy
6,786
+200
+3% +$10.3K ﹤0.01% 2131
2014
Q4 		$338K Hold
6,586
– – ﹤0.01% 2153
2014
Q3 		$243K Hold
6,586
– – ﹤0.01% 2266
2014
Q2 		$257K Hold
6,586
– – ﹤0.01% 2276
2014
Q1 		$248K Buy
6,586
+1,000
+18% +$34.9K ﹤0.01% 2307
2013
Q4 		$211K Sell
5,586
-400
-7% -$15.3K ﹤0.01% 2343
2013
Q3 		$260K Hold
5,986
– – ﹤0.01% 2174
2013
Q2 		$217K Buy
+5,986
New +$182K ﹤0.01% 2231

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

UBS AM's USNA Position: Q2 2026 in Review

UBS AM held its Usana Health Sciences (USNA) position steady in Q2 2026 at 131 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3492.

UBS AM first reported a position in USNA in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.25M in Q4 2021. 138 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • UBS AM held 131 shares of Usana Health Sciences worth $2.8K as of Q2 2026.
  • UBS AM left its Usana Health Sciences share count unchanged in Q2 2026.
  • Usana Health Sciences made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3492 holding.
  • UBS AM first reported a position in Usana Health Sciences in Q2 2013 and has held it in 48 quarters since.
  • UBS AM's Usana Health Sciences position peaked at $1.25M in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.