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 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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clearstead Advisors's HLF Position: Q1 2026 in Review

Clearstead Advisors sold out of Herbalife (HLF) in Q1 2026, closing a stake of 6 shares — an estimated $78 sold.

Clearstead Advisors first reported a position in HLF in Q3 2025 and held it in 2 quarters. The position peaked at $321 in Q3 2025. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Clearstead Advisors reported no remaining Herbalife position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 6 Herbalife shares in Q1 2026, an estimated $78.
Clearstead Advisors first reported a position in Herbalife in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's Herbalife position peaked at $321 in Q3 2025.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.