MassMutual Private Wealth & Trust, FSB USNA — USANA Health Sciences Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  15 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported USANA Health Sciences Inc (USNA) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows USNA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in USANA Health Sciences Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

USNA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USNA stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held USNA — position size vs. price
% of Fund (quarterly)    USNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 112 +29 +34.9% 0.00% $2K 2026-10-05 $14.85
2025 Q3 UNCHANGED — — — 83 — 0% 0.00% $2K 2025-10-22 $20.91
2025 Q2 ADDED — — — 83 +13 +18.6% 0.00% $3K 2025-07-09 $32.74
2025 Q1 REDUCED 30.0% +13.2% ❌ 70 -30 -30.0% 0.00% $2K 2025-04-01 $27.26
2024 Q4 ADDED — — — 100 +67 +203.0% 0.00% $4K 2025-01-16 $34.12
2024 Q3 REDUCED 85.8% -6.9% ✅ 33 -200 -85.8% 0.00% $1K 2024-10-02 $36.39
2024 Q2 ADDED — — — 233 +128 +121.9% 0.00% $11K 2024-07-02 $44.94
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USNA

As of 2026 Q3 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Fortitude Family Office, LLC 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% Private Wealth Management Group, LLC 0.0% HARBOR CAPITAL ADVISORS, INC. 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% Essential Partners LLC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and USNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning USNA?

MassMutual Private Wealth & Trust, FSB reported USNA across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported USNA position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for USNA was 0.00% in 2024 Q2.

What is the latest reported USNA position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 112 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this USNA ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly USNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their USNA position?

Based on 13F filing dates vs. subsequent USNA price moves, MassMutual Private Wealth & Trust, FSB correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on USNA relative to SPY over the holding period was -39.1%.

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