Optima Capital’s Herbalife HLF Stock Holding History

Optima Capital’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	–	Sell	-60	Closed	-$773	–	656
2025 Q4	$773	Buy	+60	New	+$635	﹤0.01%	1009

Other funds holding HLF

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Optima Capital's HLF Position: Q1 2026 in Review

Optima Capital sold out of Herbalife (HLF) in Q1 2026, closing a stake of 60 shares — an estimated $773 sold.

Optima Capital first reported a position in HLF in Q4 2025 and held it in 1 quarter. The position peaked at $773 in Q4 2025. 253 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Optima Capital reported no remaining Herbalife position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 60 Herbalife shares in Q1 2026, an estimated $773.
Optima Capital first reported a position in Herbalife in Q4 2025 and held it in 1 quarter.
Optima Capital's Herbalife position peaked at $773 in Q4 2025.
253 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.