PAG
HLF icon

Private Advisory Group’s Herbalife HLF Stock Holding History

Private Advisory Group’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 		– Sell
-52,213
Closed -$769K – 320
2026
Q1 		$769K Buy
+52,213
New +$853K 0.05% 177
2020
Q4 		– Sell
-9,258
Closed -$432K – 120
2020
Q3 		$432K Buy
+9,258
New +$454K 0.17% 84

Other funds holding HLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Private Advisory Group's HLF Position: Q2 2026 in Review

Private Advisory Group sold out of Herbalife (HLF) in Q2 2026, closing a stake of 52,213 shares — an estimated $769K sold.

Private Advisory Group first reported a position in HLF in Q3 2020 and held it in 2 quarters. The position peaked at $769K in Q1 2026. 86 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Private Advisory Group reported no remaining Herbalife position as of Q2 2026 after selling out during the quarter.
  • Private Advisory Group sold 52,213 Herbalife shares in Q2 2026, an estimated $769K.
  • Private Advisory Group first reported a position in Herbalife in Q3 2020 and held it in 2 quarters.
  • Private Advisory Group's Herbalife position peaked at $769K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.