Covestor’s Herbalife HLF Stock Holding History

Covestor’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	$0	Hold	11	–	–	﹤0.01%	2477
2025 Q4	$0	Sell	11 -1	-8%	-$11	﹤0.01%	2454
2025 Q3	$0	Hold	12	–	–	﹤0.01%	2479
2025 Q2	$0	Hold	12	–	–	﹤0.01%	2432
2025 Q1	$0	Hold	12	–	–	﹤0.01%	2436
2024 Q4	$0	Hold	12	–	–	﹤0.01%	2448
2024 Q3	$0	Hold	12	–	–	﹤0.01%	2430
2024 Q2	$0	Hold	12	–	–	﹤0.01%	2444
2024 Q1	$0	Buy	12 +5	+71%	+$54	﹤0.01%	2442
2023 Q4	$0	Hold	7	–	–	﹤0.01%	2360
2023 Q3	$0	Sell	7 -397	-98%	-$6K	﹤0.01%	2346
2023 Q2	$5K	Buy	404 +395	+4,389%	+$5.38K	﹤0.01%	1703
2023 Q1	$0	Sell	9 -3,041	-100%	-$53.8K	﹤0.01%	2255
2022 Q4	$45K	Buy	3,050 +2,600	+578%	+$45.3K	0.04%	770
2022 Q3	$9K	Buy	450 +449	+44,900%	+$11.1K	0.01%	1302
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2107
2022 Q1	$0	Sell	1 -1	-50%	-$39	﹤0.01%	2248
2021 Q4	$0	Buy	+2	New	+$83	﹤0.01%	2195

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

Covestor's HLF Position: Q1 2026 in Review

Covestor held its Herbalife (HLF) position steady in Q1 2026 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Covestor first reported a position in HLF in Q4 2021 and has held it in 18 quarters since. The position peaked at $45K in Q4 2022. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Covestor held 11 shares of Herbalife worth $0 as of Q1 2026.
Covestor left its Herbalife share count unchanged in Q1 2026.
Herbalife made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2477 holding.
Covestor first reported a position in Herbalife in Q4 2021 and has held it in 18 quarters since.
Covestor's Herbalife position peaked at $45K in Q4 2022.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.