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Ridgewood Investments’s Herbalife HLF Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-14
Closed -$117 – 405
2025
Q2 		$117 Hold
14
– – ﹤0.01% 715
2025
Q1 		$117 Hold
14
– – ﹤0.01% 664
2024
Q4 		$91 Hold
14
– – ﹤0.01% 706
2024
Q3 		$98 Sell
14
-44
-76% -$405 ﹤0.01% 716
2024
Q2 		$604 Buy
+58
New +$579 ﹤0.01% 729
2023
Q3 		– Sell
-58
Closed -$769 – 425
2023
Q2 		$769 Hold
58
– – ﹤0.01% 762
2023
Q1 		$936 Buy
+58
New +$1.03K ﹤0.01% 741

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Ridgewood Investments's HLF Position: Q3 2025 in Review

Ridgewood Investments sold out of Herbalife (HLF) in Q3 2025, closing a stake of 14 shares — an estimated $117 sold.

Ridgewood Investments first reported a position in HLF in Q1 2023 and held it in 7 quarters. The position peaked at $936 in Q1 2023. 218 funds tracked by Wall St. Rank hold HLF as of Q3 2025.

  • Ridgewood Investments reported no remaining Herbalife position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 14 Herbalife shares in Q3 2025, an estimated $117.
  • Ridgewood Investments first reported a position in Herbalife in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Herbalife position peaked at $936 in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Herbalife as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.