Janney Montgomery Scott
HLF icon

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
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

BG
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Janney Montgomery Scott's HLF Position: Q1 2026 in Review

Janney Montgomery Scott increased its Herbalife (HLF) stake by 2.5% in Q1 2026, buying an estimated $38.8K and bringing the position to 96,330 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Janney Montgomery Scott first reported a position in HLF in Q3 2013 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Janney Montgomery Scott held 96,330 shares of Herbalife worth $1.42M as of Q1 2026.
  • Janney Montgomery Scott bought 2,375 Herbalife shares in Q1 2026, an estimated $38.8K.
  • Herbalife made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1458 holding.
  • Janney Montgomery Scott first reported a position in Herbalife in Q3 2013 and has held it in 8 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.