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
Q3 		$459K Buy
+36,572
New +$450K 0.13% 100
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Avaii Wealth Management's HLF Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in Herbalife (HLF) in Q3 2026: 36,572 shares worth $459K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings. This is a return to the name: Avaii Wealth Management previously reported a position in HLF as recently as Q4 2025.

Avaii Wealth Management first reported a position in HLF in Q4 2022 and has held it in 14 quarters since. The position peaked at $562K in Q4 2025. 7 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

  • Avaii Wealth Management held 36,572 shares of Herbalife worth $459K as of Q3 2026.
  • Herbalife was a new Avaii Wealth Management position in Q3 2026.
  • Herbalife made up 0.13% of Avaii Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Avaii Wealth Management first reported a position in Herbalife in Q4 2022 and has held it in 14 quarters since.
  • Avaii Wealth Management's Herbalife position peaked at $562K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.