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Essential Partners’s Herbalife HLF Stock Holding History

Essential Partners’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 		$861 Hold
71
– – ﹤0.01% 2236
2026
Q2 		$934 Sell
71
-407
-85% -$5.61K ﹤0.01% 2274
2026
Q1 		$7.04K Buy
478
+6
+1% +$98 ﹤0.01% 1408
2025
Q4 		$6.08K Sell
472
-538
-53% -$5.7K ﹤0.01% 1349
2025
Q3 		$8.52K Buy
1,010
+939
+1,323% +$8.86K ﹤0.01% 1220
2025
Q2 		$612 Buy
+71
New +$527 ﹤0.01% 1647

Other funds holding HLF

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HLF Position: Q3 2026 in Review

Essential Partners held its Herbalife (HLF) position steady in Q3 2026 at 71 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Essential Partners first reported a position in HLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.52K in Q3 2025. 8 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

  • Essential Partners held 71 shares of Herbalife worth $861 as of Q3 2026.
  • Essential Partners left its Herbalife share count unchanged in Q3 2026.
  • Herbalife made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2236 holding.
  • Essential Partners first reported a position in Herbalife in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Herbalife position peaked at $8.52K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.