Massachusetts Financial Services
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Massachusetts Financial Services’s Herbalife HLF Stock Holding History

Massachusetts Financial Services’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 		$926K Buy
70,382
+1,739
+3% +$24K ﹤0.01% 897
2026
Q1 		$1.01M Buy
68,643
+28,117
+69% +$459K ﹤0.01% 845
2025
Q4 		$522K Sell
40,526
-1,344
-3% -$14.2K ﹤0.01% 872
2025
Q3 		$353K Buy
41,870
+2,754
+7% +$26K ﹤0.01% 840
2025
Q2 		$337K Buy
39,116
+483
+1% +$3.59K ﹤0.01% 859
2025
Q1 		$333K Sell
38,633
-881
-2% -$6.27K ﹤0.01% 861
2024
Q4 		$264K Sell
39,514
-1,178
-3% -$8.75K ﹤0.01% 862
2024
Q3 		$293K Sell
40,692
-986
-2% -$9.08K ﹤0.01% 830
2024
Q2 		$433K Buy
41,678
+1,399
+3% +$14K ﹤0.01% 830
2024
Q1 		$405K Sell
40,279
-88
-0.2% -$946 ﹤0.01% 816
2023
Q4 		$616K Sell
40,367
-1,274
-3% -$17.6K ﹤0.01% 794
2023
Q3 		$583K Sell
41,641
-20,779
-33% -$314K ﹤0.01% 798
2023
Q2 		$826K Sell
62,420
-1,472
-2% -$20K ﹤0.01% 767
2023
Q1 		$1.03M Sell
63,892
-1,806
-3% -$31.9K ﹤0.01% 757
2022
Q4 		$978K Buy
65,698
+18,958
+41% +$330K ﹤0.01% 780
2022
Q3 		$930K Sell
46,740
-4,338
-8% -$107K ﹤0.01% 787
2022
Q2 		$1.04M Buy
+51,078
New +$1.26M ﹤0.01% 768
2019
Q4 		– Sell
-23,079
Closed -$874K – 817
2019
Q3 		$874K Buy
23,079
+2,601
+13% +$102K ﹤0.01% 779
2019
Q2 		$876K Buy
20,478
+2,884
+16% +$137K ﹤0.01% 796
2019
Q1 		$933K Buy
17,594
+675
+4% +$38.8K ﹤0.01% 783
2018
Q4 		$998K Sell
16,919
-3,423
-17% -$189K ﹤0.01% 773
2018
Q3 		$1.11M Sell
20,342
-48
-0.2% -$2.65K ﹤0.01% 782
2018
Q2 		$1.09M Buy
20,390
+2,792
+16% +$147K ﹤0.01% 772
2018
Q1 		$858K Buy
17,598
+516
+3% +$21.9K ﹤0.01% 776
2017
Q4 		$578K Buy
+17,082
New +$598K ﹤0.01% 808

Other funds holding HLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
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
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
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
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

Massachusetts Financial Services's HLF Position: Q2 2026 in Review

Massachusetts Financial Services increased its Herbalife (HLF) stake by 2.5% in Q2 2026, buying an estimated $24K and bringing the position to 70,382 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Massachusetts Financial Services first reported a position in HLF in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2018. 72 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Massachusetts Financial Services held 70,382 shares of Herbalife worth $926K as of Q2 2026.
  • Massachusetts Financial Services bought 1,739 Herbalife shares in Q2 2026, an estimated $24K.
  • Herbalife made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #897 holding.
  • Massachusetts Financial Services first reported a position in Herbalife in Q4 2017 and has held it in 25 quarters since.
  • Massachusetts Financial Services's Herbalife position peaked at $1.11M in Q3 2018.
  • 72 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.