Evoke Wealth’s Herbalife HLF Stock Holding History

Evoke Wealth’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	$3.01M	Sell	204,480 -49	-0%	-$800	0.05%	133
2025 Q4	$2.64M	Buy	+204,529	New	+$2.17M	0.05%	144
2022 Q4	–	Sell	-4,106	Closed	-$82K	–	706
2022 Q3	$82K	Hold	4,106	–	–	﹤0.01%	442
2022 Q2	$84K	Hold	4,106	–	–	﹤0.01%	435
2022 Q1	$125K	Sell	4,106 -7,886	-66%	-$308K	﹤0.01%	404
2021 Q4	$491K	Buy	11,992 +4,106	+52%	+$171K	0.02%	244
2021 Q3	$334K	Hold	7,886	–	–	0.01%	271
2021 Q2	$416K	Hold	7,886	–	–	0.02%	258
2021 Q1	$350K	Hold	7,886	–	–	0.02%	247
2020 Q4	$379K	Sell	7,886 -80,498	-91%	-$3.88M	0.03%	176
2020 Q3	$4.12M	Buy	88,384 +80,498	+1,021%	+$3.95M	0.33%	29
2020 Q2	$355K	Hold	7,886	–	–	0.03%	138
2020 Q1	$230K	Sell	7,886 -40	-0.5%	-$1.49K	0.03%	165
2019 Q4	$378K	Hold	7,926	–	–	0.05%	146
2019 Q3	$300K	Buy	+7,926	New	+$309K	0.04%	199

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

Evoke Wealth's HLF Position: Q1 2026 in Review

Evoke Wealth reduced its Herbalife (HLF) stake by 0.02% in Q1 2026, selling an estimated $800 and leaving 204,480 shares worth $3.01M. The position accounts for 0.05% of the portfolio, ranked #133.

Evoke Wealth first reported a position in HLF in Q3 2019 and has held it in 15 quarters since. The position peaked at $4.12M in Q3 2020. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Evoke Wealth held 204,480 shares of Herbalife worth $3.01M as of Q1 2026.
Evoke Wealth sold 49 Herbalife shares in Q1 2026, an estimated $800.
Herbalife made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #133 holding.
Evoke Wealth first reported a position in Herbalife in Q3 2019 and has held it in 15 quarters since.
Evoke Wealth's Herbalife position peaked at $4.12M in Q3 2020.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.