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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

USNA holding history

Usana Health Sciences Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USNA overviewAll 13F holders of USNAFull Q2 2026 holdings

Shares (Q2 2026)
417,971
Value
$8.92M
% of portfolio
<0.1%
Quarters held
11
Since Q1 2022
Holdings of USNA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026417,971$8.92M<0.1%+224,823+116.4%AddedHolders
Q1 2026193,148$3.37M<0.1%+68,639+55.1%AddedHolders
Q4 2025124,509$2.44M<0.1%+94,827+319.5%AddedHolders
Q3 202529,682$817.7K<0.1%+9,631+48.0%AddedHolders
Q2 202520,051$612.2K<0.1%+613+3.2%AddedHolders
Q1 202519,438$524.2K<0.1%+7,287+60.0%AddedHolders
Q4 202412,151$436.1K<0.1%+1,753+16.9%AddedHolders
Q3 202410,398$394.3K<0.1%+10,398NewHolders
Q2 20240$00.0%−5,738−100.0%Sold outHolders
Q1 20245,738$278.3K<0.1%+1,519+36.0%AddedHolders
Q4 20234,219$226.1K<0.1%+4,219NewHolders
Q2 20220$00.0%−320−100.0%Sold outHolders
Q1 2022320$25.0K<0.1%+320NewHolders