AWM
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Avaii Wealth Management’s Herbalife HLF Stock Holding History

Avaii Wealth Management’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
Q1 		– Sell
-43,570
Closed -$562K – 166
2025
Q4 		$562K Sell
43,570
-17,491
-29% -$185K 0.2% 65
2025
Q3 		$515K Sell
61,061
-1,419
-2% -$13.4K 0.2% 71
2025
Q2 		$539K Buy
62,480
+1,644
+3% +$12.2K 0.24% 57
2025
Q1 		$525K Buy
60,836
+2,202
+4% +$15.7K 0.28% 54
2024
Q4 		$392K Buy
58,634
+19,370
+49% +$144K 0.19% 70
2024
Q3 		$282K Buy
39,264
+4,347
+12% +$40K 0.14% 103
2024
Q2 		$363K Buy
34,917
+1,689
+5% +$16.9K 0.2% 88
2024
Q1 		$334K Buy
33,228
+12,788
+63% +$137K 0.2% 99
2023
Q4 		$312K Sell
20,440
-1,352
-6% -$18.7K 0.2% 105
2023
Q3 		$305K Buy
21,792
+2,775
+15% +$42K 0.23% 93
2023
Q2 		$252K Buy
19,017
+6,324
+50% +$86.1K 0.19% 117
2023
Q1 		$204K Buy
12,693
+1,602
+14% +$28.3K 0.18% 122
2022
Q4 		$165K Buy
+11,091
New +$193K 0.15% 121

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avaii Wealth Management's HLF Position: Q1 2026 in Review

Avaii Wealth Management sold out of Herbalife (HLF) in Q1 2026, closing a stake of 43,570 shares — an estimated $562K sold.

Avaii Wealth Management first reported a position in HLF in Q4 2022 and held it in 13 quarters. The position peaked at $562K in Q4 2025. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Avaii Wealth Management reported no remaining Herbalife position as of Q1 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 43,570 Herbalife shares in Q1 2026, an estimated $562K.
  • Avaii Wealth Management first reported a position in Herbalife in Q4 2022 and held it in 13 quarters.
  • Avaii Wealth Management's Herbalife position peaked at $562K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.