Covestor
HLF icon

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
Q3 		$0 Sell
24
-15
-38% -$184 ﹤0.01% 2572
2026
Q2 		$1K Buy
39
+28
+255% +$386 ﹤0.01% 2185
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Covestor's HLF Position: Q3 2026 in Review

Covestor reduced its Herbalife (HLF) stake by 38% in Q3 2026, selling an estimated $184 and leaving 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Covestor first reported a position in HLF in Q4 2021 and has held it in 20 quarters since. The position peaked at $45K in Q4 2022. 91 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

  • Covestor held 24 shares of Herbalife worth $0 as of Q3 2026.
  • Covestor sold 15 Herbalife shares in Q3 2026, an estimated $184.
  • Herbalife made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2572 holding.
  • Covestor first reported a position in Herbalife in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Herbalife position peaked at $45K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.