CAWM
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Capital A Wealth Management’s Herbalife HLF Stock Holding History

Capital A 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
2025
Q2 		$1.05K Buy
+69
New +$512 0.01% 376

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital A Wealth Management's HLF Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Herbalife (HLF) in Q2 2025: 69 shares worth $1.05K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings.

210 funds tracked by Wall St. Rank hold HLF as of Q2 2025.

  • Capital A Wealth Management held 69 shares of Herbalife worth $1.05K as of Q2 2025.
  • Herbalife was a new Capital A Wealth Management position in Q2 2025.
  • Herbalife made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #376 holding.
  • 210 funds tracked by Wall St. Rank held Herbalife as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.