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Diversified Trust’s Herbalife HLF Stock Holding History

Diversified Trust’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
Q2 		$534K Buy
40,593
+12,411
+44% +$171K 0.01% 730
2026
Q1 		$415K Buy
+28,182
New +$460K 0.01% 746
2021
Q2 		– Sell
-5,121
Closed -$227K – 836
2021
Q1 		$227K Buy
+5,121
New +$253K 0.01% 646

Other funds holding HLF

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Diversified Trust's HLF Position: Q2 2026 in Review

Diversified Trust increased its Herbalife (HLF) stake by 44% in Q2 2026, buying an estimated $171K and bringing the position to 40,593 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #730.

Diversified Trust first reported a position in HLF in Q1 2021 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Diversified Trust held 40,593 shares of Herbalife worth $534K as of Q2 2026.
  • Diversified Trust bought 12,411 Herbalife shares in Q2 2026, an estimated $171K.
  • Herbalife made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #730 holding.
  • Diversified Trust first reported a position in Herbalife in Q1 2021 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.