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Vident Advisory’s Usana Health Sciences USNA Stock Holding History

Vident Advisory’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
Q3 		– Sell
-14,321
Closed -$437K – 1740
2025
Q2 		$437K Buy
+14,321
New +$407K ﹤0.01% 1139

Other funds holding USNA

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Vident Advisory's USNA Position: Q3 2025 in Review

Vident Advisory sold out of Usana Health Sciences (USNA) in Q3 2025, closing a stake of 14,321 shares — an estimated $437K sold.

Vident Advisory first reported a position in USNA in Q2 2025 and held it in 1 quarter. The position peaked at $437K in Q2 2025. 165 funds tracked by Wall St. Rank hold USNA as of Q3 2025.

  • Vident Advisory reported no remaining Usana Health Sciences position as of Q3 2025 after selling out during the quarter.
  • Vident Advisory sold 14,321 Usana Health Sciences shares in Q3 2025, an estimated $437K.
  • Vident Advisory first reported a position in Usana Health Sciences in Q2 2025 and held it in 1 quarter.
  • Vident Advisory's Usana Health Sciences position peaked at $437K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2025.

Based on Vident Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.