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Sunbelt Securities’s Herbalife HLF Stock Holding History

Sunbelt Securities’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 		$236 Buy
16
+2
+14% +$33 ﹤0.01% 2479
2025
Q4 		$180 Buy
+14
New +$148 ﹤0.01% 2451
2015
Q3 		– Sell
-27,770
Closed -$765K – 121
2015
Q2 		$765K Sell
27,770
-5,800
-17% -$140K 1.05% 16
2015
Q1 		$718K Sell
33,570
-190
-0.6% -$3.25K 1.07% 16
2014
Q4 		$636K Buy
+33,760
New +$723K 0.84% 21

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

Sunbelt Securities's HLF Position: Q1 2026 in Review

Sunbelt Securities increased its Herbalife (HLF) stake by 14% in Q1 2026, buying an estimated $33 and bringing the position to 16 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Sunbelt Securities first reported a position in HLF in Q4 2014 and has held it in 5 quarters since. The position peaked at $765K in Q2 2015. 252 funds tracked by Wall St. Rank hold HLF as of Q1 2026.

  • Sunbelt Securities held 16 shares of Herbalife worth $236 as of Q1 2026.
  • Sunbelt Securities bought 2 Herbalife shares in Q1 2026, an estimated $33.
  • Herbalife made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2479 holding.
  • Sunbelt Securities first reported a position in Herbalife in Q4 2014 and has held it in 5 quarters since.
  • Sunbelt Securities's Herbalife position peaked at $765K in Q2 2015.
  • 252 funds tracked by Wall St. Rank held Herbalife as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.