Carson Wealth (CWM LLC)’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $409K | Buy |
27,817
+3,588
| +15% | +$58.6K | ﹤0.01% | 2159 |
|
|
2025
Q4 | $312K | Buy |
24,229
+1,348
| +6% | +$14.3K | ﹤0.01% | 2232 |
|
|
2025
Q3 | $193K | Buy |
22,881
+6,147
| +37% | +$58K | ﹤0.01% | 2472 |
|
|
2025
Q2 | $144K | Buy |
16,734
+8,765
| +110% | +$65.1K | ﹤0.01% | 2429 |
|
|
2025
Q1 | $69K | Buy |
7,969
+5,310
| +200% | +$37.8K | ﹤0.01% | 2710 |
|
|
2024
Q4 | $18K | Buy |
2,659
+1,660
| +166% | +$12.3K | ﹤0.01% | 3515 |
|
|
2024
Q3 | $7K | Sell |
999
-1,152
| -54% | -$10.6K | ﹤0.01% | 3942 |
|
|
2024
Q2 | $22K | Buy |
2,151
+1,937
| +905% | +$19.4K | ﹤0.01% | 3048 |
|
|
2024
Q1 | $2K | Buy |
214
+181
| +548% | +$1.95K | ﹤0.01% | 3985 |
|
|
2023
Q4 | $1K | Sell |
33
-74
| -69% | -$1.02K | ﹤0.01% | 3961 |
|
|
2023
Q3 | $1K | Buy |
107
+30
| +39% | +$454 | ﹤0.01% | 3995 |
|
|
2023
Q2 | $1K | Sell |
77
-692
| -90% | -$9.42K | ﹤0.01% | 3969 |
|
|
2023
Q1 | $12K | Sell |
769
-223
| -22% | -$3.94K | ﹤0.01% | 2853 |
|
|
2022
Q4 | $15K | Buy |
992
+121
| +14% | +$2.11K | ﹤0.01% | 2560 |
|
|
2022
Q3 | $17K | Buy |
871
+752
| +632% | +$18.6K | ﹤0.01% | 2329 |
|
|
2022
Q2 | $2K | Sell |
119
-247
| -67% | -$6.11K | ﹤0.01% | 3347 |
|
|
2022
Q1 | $11K | Buy |
366
+232
| +173% | +$9.07K | ﹤0.01% | 2418 |
|
|
2021
Q4 | $5K | Buy |
+134
| New | +$5.58K | ﹤0.01% | 2723 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2524 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2524 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2524 |
|
|
2020
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2524 |
|
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2523 |
|
|
2020
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2522 |
|
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2521 |
|
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2521 |
|
|
2019
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2521 |
|
|
2019
Q1 | $3K | Buy |
65
+31
| +91% | +$1.78K | ﹤0.01% | 2521 |
|
|
2018
Q4 | $2K | Buy |
+34
| New | +$1.88K | ﹤0.01% | 1751 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 1509 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | +$67 | ﹤0.01% | 1240 |
|
Other funds holding HLF
BG
ROIC
Carson Wealth (CWM LLC)'s HLF Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Herbalife (HLF) stake by 15% in Q1 2026, buying an estimated $58.6K and bringing the position to 27,817 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.
Carson Wealth (CWM LLC) first reported a position in HLF in Q2 2017 and has held it in 30 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.
- Carson Wealth (CWM LLC) held 27,817 shares of Herbalife worth $409K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,588 Herbalife shares in Q1 2026, an estimated $58.6K.
- Herbalife made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2159 holding.
- Carson Wealth (CWM LLC) first reported a position in Herbalife in Q2 2017 and has held it in 30 quarters since.
- 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.