Optimize Financial’s Herbalife HLF Stock Holding History

Optimize Financial’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	-61,426	Closed	-$792K	–	375
2025 Q4	$792K	Buy	61,426 +880	+1%	+$9.32K	0.4%	56
2025 Q3	$511K	Buy	+60,546	New	+$571K	0.27%	108

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 $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 1-Year Est. Return

Optimize Financial's HLF Position: Q1 2026 in Review

Optimize Financial sold out of Herbalife (HLF) in Q1 2026, closing a stake of 61,426 shares — an estimated $792K sold.

Optimize Financial first reported a position in HLF in Q3 2025 and held it in 2 quarters. The position peaked at $792K in Q4 2025. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

Optimize Financial reported no remaining Herbalife position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 61,426 Herbalife shares in Q1 2026, an estimated $792K.
Optimize Financial first reported a position in Herbalife in Q3 2025 and held it in 2 quarters.
Optimize Financial's Herbalife position peaked at $792K in Q4 2025.
252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.