Zurich Cantonal Bank’s Usana Health Sciences USNA Stock Holding History

Zurich Cantonal 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	-3,834	Closed	-$106K	–	3416
2025 Q3	$106K	Buy	3,834 +1,327	+53%	+$40.8K	﹤0.01%	2379
2025 Q2	$76.5K	Hold	2,507	–	–	﹤0.01%	2408
2025 Q1	$67.6K	Hold	2,507	–	–	﹤0.01%	2483
2024 Q4	$90K	Hold	2,507	–	–	﹤0.01%	2462
2024 Q3	$95.1K	Hold	2,507	–	–	﹤0.01%	2439
2024 Q2	$113K	Sell	2,507 -2	-0.1%	-$92	﹤0.01%	2324
2024 Q1	$122K	Hold	2,509	–	–	﹤0.01%	2301
2023 Q4	$134K	Sell	2,509 -867	-26%	-$43.9K	﹤0.01%	2301
2023 Q3	$198K	Buy	3,376 +1,274	+61%	+$79.7K	﹤0.01%	1978
2023 Q2	$133K	Sell	2,102 -10	-0.5%	-$637	﹤0.01%	2189
2023 Q1	$133K	Buy	2,112 +558	+36%	+$33.3K	﹤0.01%	2115
2022 Q4	$82.7K	Hold	1,554	–	–	﹤0.01%	2386
2022 Q3	$87K	Hold	1,554	–	–	﹤0.01%	2333
2022 Q2	$112K	Hold	1,554	–	–	﹤0.01%	2156
2022 Q1	$123K	Hold	1,554	–	–	﹤0.01%	2184
2021 Q4	$157K	Hold	1,554	–	–	﹤0.01%	2242
2021 Q3	$143K	Hold	1,554	–	–	﹤0.01%	2128
2021 Q2	$159K	Hold	1,554	–	–	﹤0.01%	1959
2021 Q1	$152K	Hold	1,554	–	–	﹤0.01%	1936
2020 Q4	$120K	Hold	1,554	–	–	﹤0.01%	2138
2020 Q3	$114K	Hold	1,554	–	–	﹤0.01%	1926
2020 Q2	$114K	Hold	1,554	–	–	﹤0.01%	1876
2020 Q1	$90K	Buy	1,554 +849	+120%	+$59K	﹤0.01%	1662
2019 Q4	$55K	Hold	705	–	–	﹤0.01%	2097
2019 Q3	$48K	Hold	705	–	–	﹤0.01%	2082
2019 Q2	$56K	Hold	705	–	–	﹤0.01%	1988
2019 Q1	$59K	Sell	705 -153	-18%	-$16K	﹤0.01%	1901
2018 Q4	$101K	Buy	858 +165	+24%	+$19.1K	﹤0.01%	1599
2018 Q3	$84K	Hold	693	–	–	﹤0.01%	1820
2018 Q2	$80K	Hold	693	–	–	﹤0.01%	1797
2018 Q1	$60K	Hold	693	–	–	﹤0.01%	1944
2017 Q4	$51K	Buy	693 +311	+81%	+$20.8K	﹤0.01%	2062
2017 Q3	$22K	Hold	382	–	–	﹤0.01%	2232
2017 Q2	$24K	Hold	382	–	–	﹤0.01%	2183
2017 Q1	$22K	Hold	382	–	–	﹤0.01%	2266
2016 Q4	$23K	Hold	382	–	–	﹤0.01%	2204
2016 Q3	$26K	Sell	382 -13,426	-97%	-$886K	﹤0.01%	2126
2016 Q2	$769K	Hold	13,808	–	–	0.01%	751
2016 Q1	$838K	Hold	13,808	–	–	0.01%	743
2015 Q4	$882K	Buy	13,808 +1,758	+15%	+$114K	0.01%	730
2015 Q3	$808K	Sell	12,050 -1,550	-11%	-$110K	0.01%	736
2015 Q2	$929K	Hold	13,600	–	–	0.01%	731
2015 Q1	$756K	Buy	+13,600	New	+$697K	0.01%	762

Other funds holding USNA

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zurich Cantonal Bank's USNA Position: Q4 2025 in Review

Zurich Cantonal Bank sold out of Usana Health Sciences (USNA) in Q4 2025, closing a stake of 3,834 shares — an estimated $106K sold.

Zurich Cantonal Bank first reported a position in USNA in Q1 2015 and held it in 43 quarters. The position peaked at $929K in Q2 2015. 121 funds tracked by Wall St. Rank hold USNA as of Q4 2025.

Zurich Cantonal Bank reported no remaining Usana Health Sciences position as of Q4 2025 after selling out during the quarter.
Zurich Cantonal Bank sold 3,834 Usana Health Sciences shares in Q4 2025, an estimated $106K.
Zurich Cantonal Bank first reported a position in Usana Health Sciences in Q1 2015 and held it in 43 quarters.
Zurich Cantonal Bank's Usana Health Sciences position peaked at $929K in Q2 2015.
121 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2025.

Based on Zurich Cantonal Bank's 13F filing for Q4 2025, filed 27 Jan 2026.