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 Q2	$1.27M	Buy	104,459 +71,403	+216%	+$984K	0.02%	551
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 $5.42B AUM 22.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diversify Wealth Management's HLF Position: Q2 2026 in Review

Diversify Wealth Management increased its Herbalife (HLF) stake by 216% in Q2 2026, buying an estimated $984K and bringing the position to 104,459 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #551.

Diversify Wealth Management first reported a position in HLF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q3 2025. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

Diversify Wealth Management held 104,459 shares of Herbalife worth $1.27M as of Q2 2026.
Diversify Wealth Management bought 71,403 Herbalife shares in Q2 2026, an estimated $984K.
Herbalife made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #551 holding.
Diversify Wealth Management first reported a position in Herbalife in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Herbalife position peaked at $2.79M in Q3 2025.
235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.