MWA
HLF icon

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
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 $5.12B 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

Medallion Wealth Advisors's HLF Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Herbalife (HLF) stake by 13% in Q1 2026, selling an estimated $245 and leaving 100 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Medallion Wealth Advisors first reported a position in HLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48K in Q4 2025. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of Herbalife worth $1.47K as of Q1 2026.
  • Medallion Wealth Advisors sold 15 Herbalife shares in Q1 2026, an estimated $245.
  • Herbalife made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1032 holding.
  • Medallion Wealth Advisors first reported a position in Herbalife in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Herbalife position peaked at $1.48K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.