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Medallion Wealth Advisors’s Herbalife HLF Stock Holding History

Medallion Wealth Advisors’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 		$1.31K Hold
100
– – ﹤0.01% 1002
2026
Q1 		$1.47K Sell
100
-15
-13% -$245 ﹤0.01% 1032
2025
Q4 		$1.48K Hold
115
– – ﹤0.01% 1024
2025
Q3 		$971 Hold
115
– – ﹤0.01% 1032
2025
Q2 		$1.06K Hold
115
– – ﹤0.01% 1021
2025
Q1 		$1.01K Hold
115
– – ﹤0.01% 985
2024
Q4 		$769 Buy
+115
New +$854 ﹤0.01% 950

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 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

Medallion Wealth Advisors's HLF Position: Q2 2026 in Review

Medallion Wealth Advisors held its Herbalife (HLF) position steady in Q2 2026 at 100 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Medallion Wealth Advisors first reported a position in HLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48K in Q4 2025. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Medallion Wealth Advisors held 100 shares of Herbalife worth $1.31K as of Q2 2026.
  • Medallion Wealth Advisors left its Herbalife share count unchanged in Q2 2026.
  • Herbalife made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1002 holding.
  • Medallion Wealth Advisors first reported a position in Herbalife in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Herbalife position peaked at $1.48K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.