Morgan Stanley’s Herbalife HLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.9M Buy
944,333
+34,782
+4% +$568K ﹤0.01% 3281
2025
Q4
$11.7M Buy
909,551
+2,338
+0.3% +$24.8K ﹤0.01% 3465
2025
Q3
$7.66M Sell
907,213
-399,588
-31% -$3.77M ﹤0.01% 3793
2025
Q2
$11.3M Sell
1,306,801
-902,542
-41% -$6.7M ﹤0.01% 3324
2025
Q1
$19.1M Buy
2,209,343
+701,024
+46% +$4.99M ﹤0.01% 2741
2024
Q4
$10.1M Sell
1,508,319
-2,311,738
-61% -$17.2M ﹤0.01% 3404
2024
Q3
$27.5M Sell
3,820,057
-2,244,612
-37% -$20.7M ﹤0.01% 2470
2024
Q2
$63M Sell
6,064,669
-1,106,858
-15% -$11.1M ﹤0.01% 1532
2024
Q1
$72.1M Sell
7,171,527
-6,049,839
-46% -$65M 0.01% 1426
2023
Q4
$202M Buy
13,221,366
+6,262,457
+90% +$86.5M 0.01% 1146
2023
Q3
$97.4M Buy
6,958,909
+589,010
+9% +$8.91M 0.01% 1079
2023
Q2
$84.3M Sell
6,369,899
-237,976
-4% -$3.24M 0.01% 1189
2023
Q1
$106M Buy
6,607,875
+1,144,853
+21% +$20.2M 0.01% 1023
2022
Q4
$81.3M Buy
5,463,022
+2,757,443
+102% +$48M 0.01% 1161
2022
Q3
$53.8M Sell
2,705,579
-283,648
-9% -$7.03M 0.01% 1266
2022
Q2
$61.1M Buy
2,989,227
+21,227
+0.7% +$525K 0.01% 1237
2022
Q1
$90.1M Buy
2,968,000
+102,157
+4% +$3.99M 0.01% 929
2021
Q4
$117M Buy
2,865,843
+1,248,525
+77% +$52M 0.01% 797
2021
Q3
$68.5M Buy
1,617,318
+1,299,970
+410% +$64.3M 0.01% 1083
2021
Q2
$16.7M Buy
317,348
+70,957
+29% +$3.53M ﹤0.01% 2358
2021
Q1
$10.9M Buy
246,391
+113,893
+86% +$5.62M ﹤0.01% 2555
2020
Q4
$6.37M Sell
132,498
-1,021,293
-89% -$49.3M ﹤0.01% 3005
2020
Q3
$53.8M Buy
1,153,791
+1,112,191
+2,674% +$54.6M 0.01% 861
2020
Q2
$1.87M Sell
41,600
-293,453
-88% -$11.4M ﹤0.01% 3661
2020
Q1
$9.77M Buy
335,053
+37,497
+13% +$1.4M ﹤0.01% 1804
2019
Q4
$14.2M Sell
297,556
-345,216
-54% -$15M ﹤0.01% 2010
2019
Q3
$24.3M Sell
642,772
-1,260,957
-66% -$49.2M 0.01% 1344
2019
Q2
$81.4M Buy
1,903,729
+1,207,782
+174% +$57.2M 0.02% 630
2019
Q1
$36.9M Sell
695,947
-414,396
-37% -$23.8M 0.01% 1017
2018
Q4
$65.5M Sell
1,110,343
-606,538
-35% -$33.5M 0.02% 697
2018
Q3
$93.7M Buy
1,716,881
+98,129
+6% +$5.42M 0.02% 630
2018
Q2
$87M Sell
1,618,752
-591,180
-27% -$31.1M 0.02% 641
2018
Q1
$108M Buy
2,209,932
+1,041,316
+89% +$44.2M 0.03% 552
2017
Q4
$39.6M Buy
1,168,616
+440,202
+60% +$15.4M 0.01% 1105
2017
Q3
$24.7M Buy
728,414
+112,020
+18% +$3.83M 0.01% 1417
2017
Q2
$22M Sell
616,394
-282,458
-31% -$9.52M 0.01% 1446
2017
Q1
$26.1M Sell
898,852
-1,285,036
-59% -$35.7M 0.01% 1346
2016
Q4
$52.6M Sell
2,183,888
-1,866,982
-46% -$51M 0.02% 841
2016
Q3
$126M Sell
4,050,870
-132,544
-3% -$4.19M 0.04% 461
2016
Q2
$122M Sell
4,183,414
-1,091,554
-21% -$32.7M 0.04% 449
2016
Q1
$162M Buy
5,274,968
+3,778,516
+252% +$97.5M 0.06% 335
2015
Q4
$40.1M Buy
1,496,452
+18,714
+1% +$520K 0.01% 914
2015
Q3
$40.3M Buy
1,477,738
+65,310
+5% +$1.79M 0.01% 915
2015
Q2
$38.9M Buy
1,412,428
+1,145,936
+430% +$27.7M 0.01% 1010
2015
Q1
$5.7M Sell
266,492
-147,822
-36% -$2.52M ﹤0.01% 2638
2014
Q4
$7.81M Sell
414,314
-42,880
-9% -$918K ﹤0.01% 2307
2014
Q3
$10M Sell
457,194
-3,104,528
-87% -$83M ﹤0.01% 2014
2014
Q2
$115M Sell
3,561,722
-801,788
-18% -$24.6M 0.05% 463
2014
Q1
$125M Sell
4,363,510
-1,920,984
-31% -$63.5M 0.05% 398
2013
Q4
$247M Sell
6,284,494
-3,600,600
-36% -$125M 0.11% 215
2013
Q3
$345M Sell
9,885,094
-9,925,898
-50% -$307M 0.16% 150
2013
Q2
$447M Buy
+19,810,992
New +$422M 0.23% 98

Other funds holding HLF