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James T. Borello RIA’s Usana Health Sciences USNA Stock Holding History

James T. Borello RIA’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
-4
Closed -$110 – 1198
2025
Q3 		$110 Buy
+4
New +$123 ﹤0.01% 958

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James T. Borello RIA's USNA Position: Q4 2025 in Review

James T. Borello RIA sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 4 shares — an estimated $110 sold.

James T. Borello RIA first reported a position in USNA in Q3 2025 and held it in 1 quarter. The position peaked at $110 in Q3 2025. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

  • James T. Borello RIA reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
  • James T. Borello RIA sold 4 Usana Health Sciences shares in Q4 2025, an estimated $110.
  • James T. Borello RIA first reported a position in Usana Health Sciences in Q3 2025 and held it in 1 quarter.
  • James T. Borello RIA's Usana Health Sciences position peaked at $110 in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on James T. Borello RIA's 13F filing for Q4 2025, filed 16 Oct 2026.