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
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 $5.12B AUM 15.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B 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

Cerity Partners's HLF Position: Q1 2026 in Review

Cerity Partners increased its Herbalife (HLF) stake by 7.1% in Q1 2026, buying an estimated $35.5K and bringing the position to 32,786 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Cerity Partners first reported a position in HLF in Q1 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Cerity Partners held 32,786 shares of Herbalife worth $483K as of Q1 2026.
  • Cerity Partners bought 2,176 Herbalife shares in Q1 2026, an estimated $35.5K.
  • Herbalife made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2310 holding.
  • Cerity Partners first reported a position in Herbalife in Q1 2025 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.