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Coldstream Capital Management’s Herbalife HLF Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-623
Closed -$5.38K – 2072
2025
Q1 		$5.38K Buy
+623
New +$4.43K ﹤0.01% 2664

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
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
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Coldstream Capital Management's HLF Position: Q2 2025 in Review

Coldstream Capital Management sold out of Herbalife (HLF) in Q2 2025, closing a stake of 623 shares — an estimated $5.38K sold.

Coldstream Capital Management first reported a position in HLF in Q1 2025 and held it in 1 quarter. The position peaked at $5.38K in Q1 2025. 210 funds tracked by Wall St. Rank hold HLF as of Q2 2025.

  • Coldstream Capital Management reported no remaining Herbalife position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 623 Herbalife shares in Q2 2025, an estimated $5.38K.
  • Coldstream Capital Management first reported a position in Herbalife in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Herbalife position peaked at $5.38K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Herbalife as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.