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MPWM Advisory Solutions’s Herbalife HLF Stock Holding History

MPWM Advisory Solutions’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 		$16.2K Hold
1,100
– – 0.01% 291
2025
Q4 		$14.2K Hold
1,100
– – 0.01% 289
2025
Q3 		$9.28K Hold
1,100
– – 0.01% 303
2025
Q2 		$9.48K Hold
1,100
– – 0.01% 308
2025
Q1 		$9.49K Hold
1,100
– – 0.01% 312
2024
Q4 		$7.36K Buy
+1,100
New +$8.17K 0.01% 338

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

MPWM Advisory Solutions's HLF Position: Q1 2026 in Review

MPWM Advisory Solutions held its Herbalife (HLF) position steady in Q1 2026 at 1,100 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #291.

MPWM Advisory Solutions first reported a position in HLF in Q4 2024 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • MPWM Advisory Solutions held 1,100 shares of Herbalife worth $16.2K as of Q1 2026.
  • MPWM Advisory Solutions left its Herbalife share count unchanged in Q1 2026.
  • Herbalife made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #291 holding.
  • MPWM Advisory Solutions first reported a position in Herbalife in Q4 2024 and has held it in 6 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.