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Wealthspire Advisors (New York)’s Usana Health Sciences USNA Stock Holding History

Wealthspire Advisors (New York)’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
-56
Closed -$1.54K – 2803
2025
Q3 		$1.54K Buy
+56
New +$1.72K ﹤0.01% 2672

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Vanguard Group
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Dimensional Fund Advisors
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NCM
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Charles Schwab
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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

Wealthspire Advisors (New York)'s USNA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 56 shares — an estimated $1.54K sold.

Wealthspire Advisors (New York) first reported a position in USNA in Q3 2025 and held it in 1 quarter. The position peaked at $1.54K in Q3 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 56 Usana Health Sciences shares in Q4 2025, an estimated $1.54K.
  • Wealthspire Advisors (New York) first reported a position in Usana Health Sciences in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Usana Health Sciences position peaked at $1.54K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.