Cerity Partners
HLF icon

Cerity Partners’s Herbalife HLF Stock Holding History

Cerity Partners’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 		$309K Sell
23,473
-9,313
-28% -$128K ﹤0.01% 2772
2026
Q1 		$483K Buy
32,786
+2,176
+7% +$35.5K ﹤0.01% 2310
2025
Q4 		$395K Buy
30,610
+6,409
+26% +$67.9K ﹤0.01% 2247
2025
Q3 		$204K Buy
24,201
+2,153
+10% +$20.3K ﹤0.01% 2492
2025
Q2 		$190K Buy
22,048
+9,577
+77% +$71.1K ﹤0.01% 2369
2025
Q1 		$108K Buy
+12,471
New +$88.7K ﹤0.01% 2315

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

Cerity Partners's HLF Position: Q2 2026 in Review

Cerity Partners reduced its Herbalife (HLF) stake by 28% in Q2 2026, selling an estimated $128K and leaving 23,473 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Cerity Partners first reported a position in HLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $483K in Q1 2026. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Cerity Partners held 23,473 shares of Herbalife worth $309K as of Q2 2026.
  • Cerity Partners sold 9,313 Herbalife shares in Q2 2026, an estimated $128K.
  • Herbalife made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2772 holding.
  • Cerity Partners first reported a position in Herbalife in Q1 2025 and has held it in 6 quarters since.
  • Cerity Partners's Herbalife position peaked at $483K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.