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 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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B 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