Diversify Wealth Management’s Herbalife HLF Stock Holding History

Diversify Wealth 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
2026 Q1	$528K	Sell	33,056 -70,293	-68%	-$1.15M	0.01%	798
2025 Q4	$1.61M	Sell	103,349 -242,036	-70%	-$2.56M	0.08%	243
2025 Q3	$2.79M	Buy	345,385 +70,061	+25%	+$661K	0.16%	156
2025 Q2	$2.52M	Buy	275,324 +4,723	+2%	+$35.1K	0.16%	158
2025 Q1	$1.91M	Buy	270,601 +78,530	+41%	+$559K	0.14%	173
2024 Q4	$1.27M	Buy	192,071 +32,572	+20%	+$242K	0.1%	186
2024 Q3	$1.11M	Buy	159,499 +116,548	+271%	+$1.07M	0.11%	185
2024 Q2	$411K	Buy	+42,951	New	+$429K	0.05%	311

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

Diversify Wealth Management's HLF Position: Q1 2026 in Review

Diversify Wealth Management reduced its Herbalife (HLF) stake by 68% in Q1 2026, selling an estimated $1.15M and leaving 33,056 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #798.

Diversify Wealth Management first reported a position in HLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.79M in Q3 2025. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Diversify Wealth Management held 33,056 shares of Herbalife worth $528K as of Q1 2026.
Diversify Wealth Management sold 70,293 Herbalife shares in Q1 2026, an estimated $1.15M.
Herbalife made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #798 holding.
Diversify Wealth Management first reported a position in Herbalife in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Herbalife position peaked at $2.79M in Q3 2025.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.