SPL
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Superior Planning, LLC’s Herbalife HLF Stock Holding History

Superior Planning, LLC’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$158 Buy
+13
New +$160 ﹤0.01% 2050

Other funds holding HLF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantedge Capital
Quantedge Capital Singapore $921M AUM 33.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's HLF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Herbalife (HLF) in Q3 2026: 13 shares worth $158. The stake represents ﹤0.01% of the portfolio and ranks #2050 among its holdings.

135 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

  • Superior Planning, LLC held 13 shares of Herbalife worth $158 as of Q3 2026.
  • Herbalife was a new Superior Planning, LLC position in Q3 2026.
  • Herbalife made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2050 holding.
  • 135 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.