UBS Group’s Usana Health Sciences USNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $414K | Sell |
23,712
-114,622
| -83% | -$2.27M | ﹤0.01% | 6210 |
|
|
2025
Q4 | $2.72M | Buy |
138,334
+99,063
| +252% | +$2.06M | ﹤0.01% | 4674 |
|
|
2025
Q3 | $1.08M | Sell |
39,271
-5,447
| -12% | -$168K | ﹤0.01% | 5508 |
|
|
2025
Q2 | $1.37M | Sell |
44,718
-15,765
| -26% | -$448K | ﹤0.01% | 5170 |
|
|
2025
Q1 | $1.63M | Sell |
60,483
-24,931
| -29% | -$789K | ﹤0.01% | 4875 |
|
|
2024
Q4 | $3.07M | Sell |
85,414
-99,383
| -54% | -$3.72M | ﹤0.01% | 4306 |
|
|
2024
Q3 | $7.01M | Buy |
184,797
+61,742
| +50% | +$2.54M | ﹤0.01% | 2730 |
|
|
2024
Q2 | $5.57M | Buy |
123,055
+9,656
| +9% | +$444K | ﹤0.01% | 2767 |
|
|
2024
Q1 | $5.5M | Buy |
113,399
+14,114
| +14% | +$691K | ﹤0.01% | 2872 |
|
|
2023
Q4 | $5.32M | Buy |
99,285
+78,879
| +387% | +$3.99M | ﹤0.01% | 2724 |
|
|
2023
Q3 | $1.2M | Buy |
20,406
+1,671
| +9% | +$104K | ﹤0.01% | 3919 |
|
|
2023
Q2 | $1.18M | Sell |
18,735
-82,366
| -81% | -$5.25M | ﹤0.01% | 4080 |
|
|
2023
Q1 | $6.36M | Buy |
101,101
+5,843
| +6% | +$349K | ﹤0.01% | 2294 |
|
|
2022
Q4 | $5.07M | Buy |
95,258
+8,008
| +9% | +$434K | ﹤0.01% | 2494 |
|
|
2022
Q3 | $4.89M | Buy |
87,250
+29,755
| +52% | +$1.97M | ﹤0.01% | 2365 |
|
|
2022
Q2 | $4.16M | Buy |
57,495
+52,099
| +966% | +$3.88M | ﹤0.01% | 2527 |
|
|
2022
Q1 | $430K | Sell |
5,396
-8,875
| -62% | -$800K | ﹤0.01% | 4792 |
|
|
2021
Q4 | $1.44M | Sell |
14,271
-32,005
| -69% | -$3.19M | ﹤0.01% | 4049 |
|
|
2021
Q3 | $4.27M | Buy |
46,276
+2,833
| +7% | +$273K | ﹤0.01% | 2839 |
|
|
2021
Q2 | $4.45M | Sell |
43,443
-10,669
| -20% | -$1.07M | ﹤0.01% | 2814 |
|
|
2021
Q1 | $5.28M | Buy |
54,112
+2,857
| +6% | +$260K | ﹤0.01% | 2532 |
|
|
2020
Q4 | $3.95M | Buy |
51,255
+41,776
| +441% | +$3.23M | ﹤0.01% | 2706 |
|
|
2020
Q3 | $698K | Sell |
9,479
-1,225
| -11% | -$98.3K | ﹤0.01% | 3911 |
|
|
2020
Q2 | $786K | Sell |
10,704
-30,139
| -74% | -$2.36M | ﹤0.01% | 3721 |
|
|
2020
Q1 | $2.36M | Sell |
40,843
-14,900
| -27% | -$1.04M | ﹤0.01% | 2603 |
|
|
2019
Q4 | $4.38M | Buy |
55,743
+6,311
| +13% | +$465K | ﹤0.01% | 2718 |
|
|
2019
Q3 | $3.38M | Buy |
49,432
+6,093
| +14% | +$409K | ﹤0.01% | 2767 |
|
|
2019
Q2 | $3.44M | Buy |
43,339
+8,006
| +23% | +$635K | ﹤0.01% | 2643 |
|
|
2019
Q1 | $2.96M | Sell |
35,333
-7,618
| -18% | -$795K | ﹤0.01% | 2634 |
|
|
2018
Q4 | $5.06M | Buy |
42,951
+23,509
| +121% | +$2.72M | ﹤0.01% | 2139 |
|
|
2018
Q3 | $2.34M | Sell |
19,442
-34,974
| -64% | -$4.34M | ﹤0.01% | 3083 |
|
|
2018
Q2 | $6.27M | Sell |
54,416
-67,653
| -55% | -$7.4M | ﹤0.01% | 2143 |
|
|
2018
Q1 | $10.5M | Sell |
122,069
-18,201
| -13% | -$1.41M | 0.01% | 1647 |
|
|
2017
Q4 | $10.4M | Sell |
140,270
-3,014
| -2% | -$202K | 0.01% | 1684 |
|
|
2017
Q3 | $8.27M | Buy |
143,284
+3,049
| +2% | +$180K | 0.01% | 1763 |
|
|
2017
Q2 | $8.99M | Buy |
140,235
+109,836
| +361% | +$6.77M | 0.01% | 1631 |
|
|
2017
Q1 | $1.75M | Buy |
30,399
+4,755
| +19% | +$284K | ﹤0.01% | 3052 |
|
|
2016
Q4 | $1.57M | Sell |
25,644
-6,820
| -21% | -$444K | ﹤0.01% | 3132 |
|
|
2016
Q3 | $2.25M | Sell |
32,464
-9,938
| -23% | -$656K | ﹤0.01% | 2733 |
|
|
2016
Q2 | $2.36M | Buy |
42,402
+24,844
| +141% | +$1.5M | ﹤0.01% | 2635 |
|
|
2016
Q1 | $1.07M | Buy |
17,558
+10,196
| +138% | +$600K | ﹤0.01% | 3190 |
|
|
2015
Q4 | $470K | Sell |
7,362
-12,420
| -63% | -$805K | ﹤0.01% | 4003 |
|
|
2015
Q3 | $1.33M | Buy |
19,782
+12,068
| +156% | +$853K | ﹤0.01% | 3110 |
|
|
2015
Q2 | $527K | Sell |
7,714
-3,254
| -30% | -$207K | ﹤0.01% | 4079 |
|
|
2015
Q1 | $609K | Sell |
10,968
-83,870
| -88% | -$4.3M | ﹤0.01% | 3975 |
|
|
2014
Q4 | $4.86M | Buy |
+94,838
| New | +$4.66M | ﹤0.01% | 2111 |
|
Other funds holding USNA
NCM
VCM
VPM
