Pinnacle Wealth Planning Services
HLF icon

Pinnacle Wealth Planning Services’s Herbalife HLF Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		– Sell
-72
Closed -$947 – 2891
2026
Q2 		$947 Hold
72
– – ﹤0.01% 2588
2026
Q1 		$1.06K Hold
72
– – ﹤0.01% 2544
2025
Q4 		$928 Buy
+72
New +$762 ﹤0.01% 2597
2021
Q1 		– Sell
-108
Closed -$5K – 1041
2020
Q4 		$5K Buy
+108
New +$5.21K ﹤0.01% 1653

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of Herbalife (HLF) in Q3 2026, closing a stake of 72 shares — an estimated $947 sold.

Pinnacle Wealth Planning Services first reported a position in HLF in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 71 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining Herbalife position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 72 Herbalife shares in Q3 2026, an estimated $947.
  • Pinnacle Wealth Planning Services first reported a position in Herbalife in Q4 2020 and held it in 4 quarters.
  • Pinnacle Wealth Planning Services's Herbalife position peaked at $5K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.