EWA
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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
Q2 		$8.19K Sell
623
-6,743
-92% -$92.9K ﹤0.01% 3021
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 $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's HLF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Herbalife (HLF) stake by 92% in Q2 2026, selling an estimated $92.9K and leaving 623 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

EverSource Wealth Advisors first reported a position in HLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $108K in Q1 2026. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • EverSource Wealth Advisors held 623 shares of Herbalife worth $8.19K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,743 Herbalife shares in Q2 2026, an estimated $92.9K.
  • Herbalife made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3021 holding.
  • EverSource Wealth Advisors first reported a position in Herbalife in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Herbalife position peaked at $108K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.