Institute for Wealth Management’s Herbalife HLF Stock Holding History

Institute for Wealth Management’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	$2.97K	Buy	+226	New	+$3.12K	﹤0.01%	1536

Other funds holding HLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Institute for Wealth Management's HLF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Herbalife (HLF) in Q2 2026: 226 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings.

82 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

Institute for Wealth Management held 226 shares of Herbalife worth $2.97K as of Q2 2026.
Herbalife was a new Institute for Wealth Management position in Q2 2026.
Herbalife made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1536 holding.
82 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.