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Summit Securities Group’s Herbalife HLF Stock Holding History

Summit Securities Group’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
2017
Q3 		– Sell
-200
Closed -$713K – 248
2017
Q2 		$713K Buy
+200
New +$6.74K 0.13% 98

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

Summit Securities Group's HLF Position: Q1 2026 in Review

Summit Securities Group opened a new position in Herbalife (HLF) in Q1 2026: 20,286 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings.

252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Summit Securities Group held 20,286 shares of Herbalife worth $299K as of Q1 2026.
  • Herbalife was a new Summit Securities Group position in Q1 2026.
  • Herbalife made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #191 holding.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.