IFP Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.64K | Buy |
201
+38
| +23% | +$524 | ﹤0.01% | 4107 |
|
|
2026
Q1 | $2.4K | Buy |
163
+105
| +181% | +$1.72K | ﹤0.01% | 3895 |
|
|
2025
Q4 | $748 | Hold |
58
| – | – | ﹤0.01% | 4163 |
|
|
2025
Q3 | $490 | Buy |
+58
| New | +$547 | ﹤0.01% | 4176 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3895 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$13 | – | 4461 |
|
|
2024
Q4 | $13 | Buy |
+2
| New | +$15 | ﹤0.01% | 4507 |
|
|
2023
Q1 | – | Sell |
-115
| Closed | -$6K | – | 3851 |
|
|
2022
Q4 | $6K | Buy |
115
+10
| +10% | +$174 | ﹤0.01% | 3696 |
|
|
2022
Q3 | $7K | Buy |
105
+19
| +22% | +$471 | ﹤0.01% | 3855 |
|
|
2022
Q2 | $6K | Hold |
86
| – | – | ﹤0.01% | 3689 |
|
|
2022
Q1 | $6K | Buy |
86
+83
| +2,767% | +$3.25K | ﹤0.01% | 3689 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 3018 |
|
|
2021
Q3 | $1K | Sell |
3
-369
| -99% | -$18.2K | ﹤0.01% | 3036 |
|
|
2021
Q2 | $19K | Buy |
372
+369
| +12,300% | +$18.4K | ﹤0.01% | 1955 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3094 |
|
|
2020
Q4 | $0 | Sell |
3
-15
| -83% | -$724 | ﹤0.01% | 3005 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2640 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2546 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2675 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$703 | ﹤0.01% | 2867 |
|
|
2019
Q1 | – | Sell |
-119
| Closed | -$7K | – | 2799 |
|
|
2018
Q4 | $7K | Buy |
+119
| New | +$6.57K | ﹤0.01% | 2676 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$5K | – | 3910 |
|
|
2018
Q2 | $5K | Sell |
90
-8
| -8% | -$421 | ﹤0.01% | 3250 |
|
|
2018
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 3376 |
|
|
2017
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 3426 |
|
|
2017
Q3 | $3K | Buy |
98
+22
| +29% | +$753 | ﹤0.01% | 3616 |
|
|
2017
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 3617 |
|
|
2017
Q1 | $2K | Sell |
76
-200
| -72% | -$5.56K | ﹤0.01% | 3651 |
|
|
2016
Q4 | $7K | Hold |
276
| – | – | ﹤0.01% | 3122 |
|
|
2016
Q3 | $9K | Sell |
276
-820
| -75% | -$25.9K | ﹤0.01% | 2893 |
|
|
2016
Q2 | $32K | Buy |
+1,096
| New | +$32.8K | ﹤0.01% | 2037 |
|
|
2016
Q1 | – | Sell |
-1,092
| Closed | -$29K | – | 2818 |
|
|
2015
Q4 | $29K | Buy |
+1,092
| New | +$30.3K | ﹤0.01% | 1942 |
|
Other funds holding HLF
BG
ROIC
SP
IFP Advisors's HLF Position: Q2 2026 in Review
IFP Advisors increased its Herbalife (HLF) stake by 23% in Q2 2026, buying an estimated $524 and bringing the position to 201 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4107.
IFP Advisors first reported a position in HLF in Q4 2015 and has held it in 30 quarters since. The position peaked at $32K in Q2 2016. 234 funds tracked by Wall St. Rank hold HLF as of Q2 2026.
- IFP Advisors held 201 shares of Herbalife worth $2.64K as of Q2 2026.
- IFP Advisors bought 38 Herbalife shares in Q2 2026, an estimated $524.
- Herbalife made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4107 holding.
- IFP Advisors first reported a position in Herbalife in Q4 2015 and has held it in 30 quarters since.
- IFP Advisors's Herbalife position peaked at $32K in Q2 2016.
- 234 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.