Nisa Investment Advisors’s Herbalife HLF Stock Holding History

Nisa Investment 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	$17.6K	Hold	1,196	–	–	﹤0.01%	2062
2025 Q4	$15.4K	Sell	1,196 -300	-20%	-$3.18K	﹤0.01%	2043
2025 Q3	$12.6K	Hold	1,496	–	–	﹤0.01%	2192
2025 Q2	$12.9K	Sell	1,496 -74,500	-98%	-$553K	﹤0.01%	2145
2025 Q1	$656K	Buy	75,996 +75,147	+8,851%	+$535K	﹤0.01%	932
2024 Q4	$5.68K	Sell	849 -285	-25%	-$2.12K	﹤0.01%	2245
2024 Q3	$8.15K	Buy	1,134 +108	+11%	+$995	﹤0.01%	2132
2024 Q2	$10.7K	Buy	1,026 +96	+10%	+$959	﹤0.01%	2130
2024 Q1	$9.35K	Buy	930 +84	+10%	+$903	﹤0.01%	2051
2023 Q4	$12.9K	Sell	846 -1,819	-68%	-$25.1K	﹤0.01%	1983
2023 Q3	$37.3K	Hold	2,665	–	–	﹤0.01%	1816
2023 Q2	$35.3K	Buy	2,665 +2,315	+661%	+$31.5K	﹤0.01%	1873
2023 Q1	$6K	Sell	350 -1,810	-84%	-$32K	﹤0.01%	2217
2022 Q4	$32K	Sell	2,160 -7	-0.3%	-$122	﹤0.01%	1912
2022 Q3	$46K	Sell	2,167 -2,680	-55%	-$66.4K	﹤0.01%	1770
2022 Q2	$99K	Buy	4,847 +1,800	+59%	+$44.5K	﹤0.01%	1508
2022 Q1	$93K	Sell	3,047 -110,824	-97%	-$4.33M	﹤0.01%	1635
2021 Q4	$4.84M	Sell	113,871 -53,355	-32%	-$2.22M	0.04%	406
2021 Q3	$7.09K	Sell	167,226 -34,256	-17%	-$1.69M	0.04%	358
2021 Q2	$10.6K	Buy	201,482 +56,905	+39%	+$2.83M	0.07%	265
2021 Q1	$6.41K	Buy	144,577 +69,692	+93%	+$3.44M	0.04%	381
2020 Q4	$3.6M	Buy	74,885 +63,885	+581%	+$3.08M	0.02%	526
2020 Q3	$513K	Hold	11,000	–	–	﹤0.01%	1038
2020 Q2	$495K	Hold	11,000	–	–	﹤0.01%	1022
2020 Q1	$321K	Hold	11,000	–	–	﹤0.01%	1066
2019 Q4	$524K	Hold	11,000	–	–	﹤0.01%	1081
2019 Q3	$416K	Hold	11,000	–	–	﹤0.01%	1144
2019 Q2	$470K	Hold	11,000	–	–	﹤0.01%	1093
2019 Q1	$583K	Hold	11,000	–	–	0.01%	1007
2018 Q4	$648K	Hold	11,000	–	–	0.01%	920
2018 Q3	$600K	Hold	11,000	–	–	0.01%	1040
2018 Q2	$591K	Hold	11,000	–	–	0.01%	1001
2018 Q1	$507K	Hold	11,000	–	–	0.01%	1020
2017 Q4	$372K	Hold	11,000	–	–	﹤0.01%	1116
2017 Q3	$373K	Hold	11,000	–	–	﹤0.01%	1106
2017 Q2	$395K	Hold	11,000	–	–	﹤0.01%	1081
2017 Q1	$320K	Hold	11,000	–	–	﹤0.01%	1145
2016 Q4	$265K	Sell	11,000 -6,400	-37%	-$175K	﹤0.01%	1188
2016 Q3	$539K	Hold	17,400	–	–	0.01%	980
2016 Q2	$509K	Buy	17,400 +6,400	+58%	+$192K	0.01%	977
2016 Q1	$339K	Buy	+11,000	New	+$284K	﹤0.01%	1110

Other funds holding HLF

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 New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nisa Investment Advisors's HLF Position: Q1 2026 in Review

Nisa Investment Advisors held its Herbalife (HLF) position steady in Q1 2026 at 1,196 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Nisa Investment Advisors first reported a position in HLF in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.84M in Q4 2021. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Nisa Investment Advisors held 1,196 shares of Herbalife worth $17.6K as of Q1 2026.
Nisa Investment Advisors left its Herbalife share count unchanged in Q1 2026.
Herbalife made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2062 holding.
Nisa Investment Advisors first reported a position in Herbalife in Q1 2016 and has held it in 41 quarters since.
Nisa Investment Advisors's Herbalife position peaked at $4.84M in Q4 2021.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.