Janney Montgomery Scott’s Herbalife HLF Stock Holding History

Janney Montgomery Scott’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	$1.28M	Buy	97,547 +1,217	+1%	+$16.8K	﹤0.01%	1760
2026 Q1	$1.42M	Buy	96,330 +2,375	+3%	+$38.8K	﹤0.01%	1458
2025 Q4	$1.21M	Sell	93,955 -3,936	-4%	-$41.7K	﹤0.01%	1624
2025 Q3	$826K	Buy	+97,891	New	+$923K	﹤0.01%	1834
2014 Q4	–	Sell	-13,778	Closed	-$301K	–	2357
2014 Q3	$301K	Buy	13,778 +1,662	+14%	+$44.4K	0.01%	1653
2014 Q2	$391K	Buy	12,116 +2,458	+25%	+$75.4K	0.01%	1416
2014 Q1	$277K	Hold	9,658	–	–	0.01%	1508
2013 Q4	$380K	Sell	9,658 -628	-6%	-$21.8K	0.01%	1270
2013 Q3	$359K	Buy	+10,286	New	+$318K	0.01%	1213

Other funds holding HLF

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 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

Janney Montgomery Scott's HLF Position: Q2 2026 in Review

Janney Montgomery Scott increased its Herbalife (HLF) stake by 1.3% in Q2 2026, buying an estimated $16.8K and bringing the position to 97,547 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Janney Montgomery Scott first reported a position in HLF in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2026. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

Janney Montgomery Scott held 97,547 shares of Herbalife worth $1.28M as of Q2 2026.
Janney Montgomery Scott bought 1,217 Herbalife shares in Q2 2026, an estimated $16.8K.
Herbalife made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1760 holding.
Janney Montgomery Scott first reported a position in Herbalife in Q3 2013 and has held it in 9 quarters since.
Janney Montgomery Scott's Herbalife position peaked at $1.42M in Q1 2026.
235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.