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Bell Investment Advisors’s Herbalife HLF Stock Holding History

Bell Investment Advisors’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
Q2 		$500 Hold
38
– – ﹤0.01% 1730
2026
Q1 		$560 Hold
38
– – ﹤0.01% 1700
2025
Q4 		$490 Hold
38
– – ﹤0.01% 1750
2025
Q3 		$321 Sell
38
-95
-71% -$896 ﹤0.01% 1823
2025
Q2 		$1.15K Hold
133
– – ﹤0.01% 1547
2025
Q1 		$1.15K Hold
133
– – ﹤0.01% 1505
2024
Q4 		$890 Buy
133
+65
+96% +$483 ﹤0.01% 1618
2024
Q3 		$489 Hold
68
– – ﹤0.01% 1784
2024
Q2 		$707 Hold
68
– – ﹤0.01% 1700
2024
Q1 		$684 Hold
68
– – ﹤0.01% 1714
2023
Q4 		$1.04K Hold
68
– – ﹤0.01% 1582
2023
Q3 		$952 Buy
68
+30
+79% +$454 ﹤0.01% 1594
2023
Q2 		$504 Sell
38
-107
-74% -$1.46K ﹤0.01% 1848
2023
Q1 		$2.33K Buy
145
+34
+31% +$601 ﹤0.01% 1178
2022
Q4 		$1.65K Hold
111
– – ﹤0.01% 1386
2022
Q3 		$2K Sell
111
-98
-47% -$2.43K ﹤0.01% 1118
2022
Q2 		$4K Buy
+209
New +$5.17K ﹤0.01% 799
2021
Q4 		$6K Buy
153
+13
+9% +$541 ﹤0.01% 684
2021
Q3 		$6K Buy
+140
New +$6.92K ﹤0.01% 633

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's HLF Position: Q2 2026 in Review

Bell Investment Advisors held its Herbalife (HLF) position steady in Q2 2026 at 38 shares worth $500. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Bell Investment Advisors first reported a position in HLF in Q3 2021 and has held it in 19 quarters since. The position peaked at $6K in Q4 2021. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Bell Investment Advisors held 38 shares of Herbalife worth $500 as of Q2 2026.
  • Bell Investment Advisors left its Herbalife share count unchanged in Q2 2026.
  • Herbalife made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1730 holding.
  • Bell Investment Advisors first reported a position in Herbalife in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Herbalife position peaked at $6K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.