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Clearstead Advisors’s Herbalife HLF Stock Holding History

Clearstead Advisors’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 		$132 Buy
+10
New +$138 ﹤0.01% 3299
2026
Q1 		– Sell
-6
Closed -$78 – 2519
2025
Q4 		$78 Sell
6
-32
-84% -$339 ﹤0.01% 2556
2025
Q3 		$321 Buy
+38
New +$358 ﹤0.01% 2795

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

Clearstead Advisors's HLF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Herbalife (HLF) in Q2 2026: 10 shares worth $132. The stake represents ﹤0.01% of the portfolio and ranks #3299 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HLF as recently as Q4 2025.

Clearstead Advisors first reported a position in HLF in Q3 2025 and has held it in 3 quarters since. The position peaked at $321 in Q3 2025. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Clearstead Advisors held 10 shares of Herbalife worth $132 as of Q2 2026.
  • Herbalife was a new Clearstead Advisors position in Q2 2026.
  • Herbalife made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3299 holding.
  • Clearstead Advisors first reported a position in Herbalife in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Herbalife position peaked at $321 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.