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Chicago Trust’s Herbalife HLF Stock Holding History

Chicago Trust’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 		$153K Sell
11,646
-239
-2% -$3.29K 0.02% 376
2026
Q1 		$175K Hold
11,885
– – 0.03% 370
2025
Q4 		$153K Hold
11,885
– – 0.02% 376
2025
Q3 		$100K Buy
+11,885
New +$112K 0.01% 404

Other funds holding HLF

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Chicago Trust's HLF Position: Q2 2026 in Review

Chicago Trust reduced its Herbalife (HLF) stake by 2% in Q2 2026, selling an estimated $3.29K and leaving 11,646 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #376.

Chicago Trust first reported a position in HLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $175K in Q1 2026. 17 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Chicago Trust held 11,646 shares of Herbalife worth $153K as of Q2 2026.
  • Chicago Trust sold 239 Herbalife shares in Q2 2026, an estimated $3.29K.
  • Herbalife made up 0.02% of Chicago Trust's portfolio in Q2 2026, its #376 holding.
  • Chicago Trust first reported a position in Herbalife in Q3 2025 and has held it in 4 quarters since.
  • Chicago Trust's Herbalife position peaked at $175K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.