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EverSource Wealth Advisors’s Herbalife HLF Stock Holding History

EverSource Wealth Advisors’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 		$108K Buy
7,366
+822
+13% +$13.4K ﹤0.01% 1379
2025
Q4 		$84.4K Buy
6,544
+5,476
+513% +$58K ﹤0.01% 1403
2025
Q3 		$9.01K Buy
1,068
+894
+514% +$8.43K ﹤0.01% 2880
2025
Q2 		$1.5K Buy
174
+2
+1% +$15 ﹤0.01% 3602
2025
Q1 		$1.48K Buy
172
+113
+192% +$804 ﹤0.01% 3073
2024
Q4 		$395 Buy
+59
New +$438 ﹤0.01% 3267

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

EverSource Wealth Advisors's HLF Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Herbalife (HLF) stake by 13% in Q1 2026, buying an estimated $13.4K and bringing the position to 7,366 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

EverSource Wealth Advisors first reported a position in HLF in Q4 2024 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • EverSource Wealth Advisors held 7,366 shares of Herbalife worth $108K as of Q1 2026.
  • EverSource Wealth Advisors bought 822 Herbalife shares in Q1 2026, an estimated $13.4K.
  • Herbalife made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1379 holding.
  • EverSource Wealth Advisors first reported a position in Herbalife in Q4 2024 and has held it in 6 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.