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UMB Bank’s Usana Health Sciences USNA Stock Holding History

UMB Bank’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
Q4 		– Sell
-20
Closed -$551 – 2328
2025
Q3 		$551 Buy
20
+11
+122% +$338 ﹤0.01% 2124
2025
Q2 		$275 Sell
9
-81
-90% -$2.3K ﹤0.01% 2096
2025
Q1 		$2.43K Buy
90
+82
+1,025% +$2.6K ﹤0.01% 1934
2024
Q4 		$287 Sell
8
-18
-69% -$673 ﹤0.01% 2043
2024
Q3 		$986 Buy
26
+10
+63% +$411 ﹤0.01% 2065
2024
Q2 		$724 Buy
+16
New +$736 ﹤0.01% 2040

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's USNA Position: Q4 2025 in Review

UMB Bank sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 20 shares — an estimated $551 sold.

UMB Bank first reported a position in USNA in Q2 2024 and held it in 6 quarters. The position peaked at $2.43K in Q1 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • UMB Bank reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • UMB Bank sold 20 Usana Health Sciences shares in Q4 2025, an estimated $551.
  • UMB Bank first reported a position in Usana Health Sciences in Q2 2024 and held it in 6 quarters.
  • UMB Bank's Usana Health Sciences position peaked at $2.43K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.