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Steward Partners Investment Advisory’s Herbalife HLF Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$18.7K Hold
1,273
– – ﹤0.01% 3263
2025
Q4 		$16.4K Sell
1,273
-28
-2% -$296 ﹤0.01% 3219
2025
Q3 		$11K Buy
1,301
+28
+2% +$264 ﹤0.01% 3365
2025
Q2 		$11K Buy
+1,273
New +$9.46K ﹤0.01% 3169

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Steward Partners Investment Advisory's HLF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Herbalife (HLF) position steady in Q1 2026 at 1,273 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

Steward Partners Investment Advisory first reported a position in HLF in Q2 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Steward Partners Investment Advisory held 1,273 shares of Herbalife worth $18.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its Herbalife share count unchanged in Q1 2026.
  • Herbalife made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3263 holding.
  • Steward Partners Investment Advisory first reported a position in Herbalife in Q2 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.