Creative Planning
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Creative Planning’s Herbalife HLF Stock Holding History

Creative Planning’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 		$728K Buy
49,446
+9,575
+24% +$156K ﹤0.01% 2726
2025
Q4 		$514K Buy
39,871
+12,869
+48% +$136K ﹤0.01% 2818
2025
Q3 		$228K Buy
27,002
+5,522
+26% +$52.1K ﹤0.01% 3366
2025
Q2 		$185K Sell
21,480
-1,966
-8% -$14.6K ﹤0.01% 3251
2025
Q1 		$202K Buy
23,446
+23,286
+14,554% +$166K ﹤0.01% 3063
2024
Q4 		$1.07K Buy
+160
New +$1.19K ﹤0.01% 3516
2024
Q3 		– Sell
-14,975
Closed -$156K – 3250
2024
Q2 		$156K Buy
+14,975
New +$150K ﹤0.01% 2744
2023
Q2 		– Sell
-39
Closed -$628 – 2727
2023
Q1 		$628 Buy
+39
New +$690 ﹤0.01% 2567
2017
Q3 		– Sell
-530
Closed -$19K – 2681
2017
Q2 		$19K Buy
530
+128
+32% +$4.31K ﹤0.01% 3216
2017
Q1 		$12K Hold
402
– – ﹤0.01% 3471
2016
Q4 		$10K Sell
402
-1,658
-80% -$45.3K ﹤0.01% 3553
2016
Q3 		$64K Buy
2,060
+1,200
+140% +$37.9K ﹤0.01% 2166
2016
Q2 		$25K Buy
860
+116
+16% +$3.47K ﹤0.01% 2638
2016
Q1 		$23K Buy
744
+328
+79% +$8.47K ﹤0.01% 2647
2015
Q4 		$11K Buy
416
+16
+4% +$445 ﹤0.01% 3243
2015
Q3 		$11K Buy
+400
New +$11K ﹤0.01% 3141
2015
Q2 		– Sell
-700
Closed -$15K – 1894
2015
Q1 		$15K Sell
700
-550
-44% -$9.39K ﹤0.01% 2925
2014
Q4 		$24K Buy
1,250
+700
+127% +$15K ﹤0.01% 2526
2014
Q3 		$12K Sell
550
-2,020
-79% -$54K ﹤0.01% 2838
2014
Q2 		$83K Buy
2,570
+20
+0.8% +$613 ﹤0.01% 1559
2014
Q1 		$73K Buy
2,550
+2,000
+364% +$66.1K ﹤0.01% 1579
2013
Q4 		$22K Hold
550
– – ﹤0.01% 2126
2013
Q3 		$19K Sell
550
-2,000
-78% -$61.8K ﹤0.01% 2128
2013
Q2 		$58K Buy
+2,550
New +$54.3K ﹤0.01% 1304

Other funds holding HLF

BG
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Planning's HLF Position: Q1 2026 in Review

Creative Planning increased its Herbalife (HLF) stake by 24% in Q1 2026, buying an estimated $156K and bringing the position to 49,446 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Creative Planning first reported a position in HLF in Q2 2013 and has held it in 24 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Creative Planning held 49,446 shares of Herbalife worth $728K as of Q1 2026.
  • Creative Planning bought 9,575 Herbalife shares in Q1 2026, an estimated $156K.
  • Herbalife made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2726 holding.
  • Creative Planning first reported a position in Herbalife in Q2 2013 and has held it in 24 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.