SteelPeak Wealth’s Herbalife HLF Stock Holding History

SteelPeak Wealth’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	$658K	Sell	50,000 -150,000	-75%	-$2.07M	0.02%	383
2026 Q1	$2.94M	Sell	200,000 -50,000	-20%	-$817K	0.09%	169
2025 Q4	$3.22M	Sell	250,000 -200,000	-44%	-$2.12M	0.11%	146
2025 Q3	$3.8M	Hold	450,000	–	–	0.13%	127
2025 Q2	$3.88M	Hold	450,000	–	–	0.15%	120
2025 Q1	$3.88M	Hold	450,000	–	–	0.16%	118
2024 Q4	$3.01M	Sell	450,000 -50,000	-10%	-$372K	0.12%	131
2024 Q3	$3.6M	Hold	500,000	–	–	0.16%	108
2024 Q2	$5.2M	Hold	500,000	–	–	0.24%	84
2024 Q1	$5.03M	Hold	500,000	–	–	0.25%	77
2023 Q4	$7.63M	Hold	500,000	–	–	0.44%	62
2023 Q3	$7M	Hold	500,000	–	–	0.44%	57
2023 Q2	$6.62M	Hold	500,000	–	–	0.39%	60
2023 Q1	$8.05M	Hold	500,000	–	–	0.55%	52
2022 Q4	$7.44M	Hold	500,000	–	–	0.55%	52
2022 Q3	$9.95M	Buy	+500,000	New	+$12.4M	0.74%	40

Other funds holding HLF

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth's HLF Position: Q2 2026 in Review

SteelPeak Wealth reduced its Herbalife (HLF) stake by 75% in Q2 2026, selling an estimated $2.07M and leaving 50,000 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #383.

SteelPeak Wealth first reported a position in HLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.95M in Q3 2022. 13 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

SteelPeak Wealth held 50,000 shares of Herbalife worth $658K as of Q2 2026.
SteelPeak Wealth sold 150,000 Herbalife shares in Q2 2026, an estimated $2.07M.
Herbalife made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #383 holding.
SteelPeak Wealth first reported a position in Herbalife in Q3 2022 and has held it in 16 quarters since.
SteelPeak Wealth's Herbalife position peaked at $9.95M in Q3 2022.
13 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.