CIBC Private Wealth Group
HLF icon

CIBC Private Wealth Group’s Herbalife HLF Stock Holding History

CIBC Private Wealth Group’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
Q4 		$3.99M Sell
309,249
-127,870
-29% -$1.35M 0.01% 468
2025
Q3 		$3.69M Buy
437,119
+2,908
+0.7% +$27.4K 0.01% 481
2025
Q2 		$3.74M Buy
434,211
+35,662
+9% +$265K 0.01% 470
2025
Q1 		$2.81M Sell
398,549
-14,516
-4% -$103K 0.01% 487
2024
Q4 		$2.74M Buy
413,065
+87,337
+27% +$649K 0.01% 509
2024
Q3 		$2.34M Buy
325,728
+114,005
+54% +$1.05M ﹤0.01% 540
2024
Q2 		$2.27M Buy
211,723
+44,306
+26% +$443K ﹤0.01% 518
2024
Q1 		$1.53M Buy
167,417
+18,682
+13% +$201K ﹤0.01% 582
2023
Q4 		$2.27M Buy
148,735
+55,649
+60% +$769K ﹤0.01% 496
2023
Q3 		$1.3M Buy
93,086
+8,493
+10% +$128K ﹤0.01% 560
2023
Q2 		$1.12M Buy
84,593
+36,233
+75% +$493K ﹤0.01% 580
2023
Q1 		$840K Buy
48,360
+228
+0.5% +$4.03K ﹤0.01% 635
2022
Q4 		$716K Buy
48,132
+14,685
+44% +$256K ﹤0.01% 568
2022
Q3 		$665K Buy
33,447
+6,139
+22% +$152K ﹤0.01% 662
2022
Q2 		$558K Buy
27,308
+5,892
+28% +$146K ﹤0.01% 693
2022
Q1 		$650K Buy
21,416
+3,805
+22% +$149K ﹤0.01% 704
2021
Q4 		$721K Buy
+17,611
New +$733K ﹤0.01% 700
2018
Q2 		– Sell
-32
Closed -$2K – 2017
2018
Q1 		$2K Buy
+32
New +$1.36K ﹤0.01% 1797

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group's HLF Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Herbalife (HLF) stake by 29% in Q4 2025, selling an estimated $1.35M and leaving 309,249 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #468.

CIBC Private Wealth Group first reported a position in HLF in Q1 2018 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold HLF as of Q4 2025.

  • CIBC Private Wealth Group held 309,249 shares of Herbalife worth $3.99M as of Q4 2025.
  • CIBC Private Wealth Group sold 127,870 Herbalife shares in Q4 2025, an estimated $1.35M.
  • Herbalife made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #468 holding.
  • CIBC Private Wealth Group first reported a position in Herbalife in Q1 2018 and has held it in 18 quarters since.
  • 231 funds tracked by Wall St. Rank held Herbalife as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.