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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
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

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Herbalife (HLF) position steady in Q2 2026 at 72 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Pinnacle Wealth Planning Services first reported a position in HLF in Q4 2020 and has held it in 4 quarters since. The position peaked at $5K in Q4 2020. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 72 shares of Herbalife worth $947 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Herbalife share count unchanged in Q2 2026.
  • Herbalife made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2588 holding.
  • Pinnacle Wealth Planning Services first reported a position in Herbalife in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Herbalife position peaked at $5K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.