Rothwell Investment Advisors, LLC’s Herbalife HLF Stock Holding History

Rothwell Investment Advisors, 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	$35.9K	Buy	+2,960	New	+$36.4K	0.02%	493

Other funds holding HLF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HLF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Herbalife (HLF) in Q3 2026: 2,960 shares worth $35.9K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings.

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

Rothwell Investment Advisors, LLC held 2,960 shares of Herbalife worth $35.9K as of Q3 2026.
Herbalife was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Herbalife made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #493 holding.
86 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.