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

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Solel Partners Boston, Massachusetts $588M AUM 14.47% 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

Summit Securities Group's HLF Position: Q2 2026 in Review

Summit Securities Group sold out of Herbalife (HLF) in Q2 2026, closing a stake of 20,286 shares — an estimated $299K sold.

Summit Securities Group first reported a position in HLF in Q1 2026 and held it in 1 quarter. The position peaked at $299K in Q1 2026. 235 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

Summit Securities Group reported no remaining Herbalife position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 20,286 Herbalife shares in Q2 2026, an estimated $299K.
Summit Securities Group first reported a position in Herbalife in Q1 2026 and held it in 1 quarter.
Summit Securities Group's Herbalife position peaked at $299K in Q1 2026.
235 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.