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Rothschild Investment LLC’s Herbalife HLF Stock Holding History

Rothschild Investment LLC’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 		$3.93K Buy
299
+21
+8% +$289 ﹤0.01% 2417
2026
Q1 		$4.09K Buy
278
+29
+12% +$474 ﹤0.01% 2159
2025
Q4 		$3.21K Sell
249
-6
-2% -$64 ﹤0.01% 2124
2025
Q3 		$2.15K Sell
255
-38
-13% -$358 ﹤0.01% 2182
2025
Q2 		$2.53K Buy
293
+30
+11% +$223 ﹤0.01% 1903
2025
Q1 		$2.27K Buy
263
+210
+396% +$1.49K ﹤0.01% 1815
2024
Q4 		$355 Sell
53
-65
-55% -$483 ﹤0.01% 2655
2024
Q3 		$848 Buy
118
+85
+258% +$783 ﹤0.01% 2280
2024
Q2 		$343 Hold
33
– – ﹤0.01% 2225
2024
Q1 		$332 Buy
33
+15
+83% +$161 ﹤0.01% 1507
2023
Q4 		$275 Buy
+18
New +$249 ﹤0.01% 1266

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

Rothschild Investment LLC's HLF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Herbalife (HLF) stake by 7.6% in Q2 2026, buying an estimated $289 and bringing the position to 299 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Rothschild Investment LLC first reported a position in HLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09K in Q1 2026. 72 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Rothschild Investment LLC held 299 shares of Herbalife worth $3.93K as of Q2 2026.
  • Rothschild Investment LLC bought 21 Herbalife shares in Q2 2026, an estimated $289.
  • Herbalife made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2417 holding.
  • Rothschild Investment LLC first reported a position in Herbalife in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Herbalife position peaked at $4.09K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.