Sound Income Strategies’s Herbalife HLF Stock Holding History

Sound Income Strategies’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	-400	Closed	-$5.76K	–	1294
2026 Q1	$5.76K	Hold	400	–	–	﹤0.01%	1767
2025 Q4	$6.79K	Hold	400	–	–	﹤0.01%	1674
2025 Q3	$3.61K	Hold	400	–	–	﹤0.01%	1240
2025 Q2	$3.45K	Hold	400	–	–	﹤0.01%	1178
2025 Q1	$3.45K	Buy	+400	New	+$2.85K	﹤0.01%	1136

Other funds holding HLF

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Sound Income Strategies's HLF Position: Q2 2026 in Review

Sound Income Strategies sold out of Herbalife (HLF) in Q2 2026, closing a stake of 400 shares — an estimated $5.76K sold.

Sound Income Strategies first reported a position in HLF in Q1 2025 and held it in 5 quarters. The position peaked at $6.79K in Q4 2025. 150 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

Sound Income Strategies reported no remaining Herbalife position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 400 Herbalife shares in Q2 2026, an estimated $5.76K.
Sound Income Strategies first reported a position in Herbalife in Q1 2025 and held it in 5 quarters.
Sound Income Strategies's Herbalife position peaked at $6.79K in Q4 2025.
150 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.