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HLF icon

True Wealth Design’s Herbalife HLF Stock Holding History

True Wealth Design’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 		$461 Sell
35
-34
-49% -$469 ﹤0.01% 2227
2026
Q1 		$1.02K Buy
69
+34
+97% +$555 ﹤0.01% 1799
2025
Q4 		$452 Sell
35
-172
-83% -$1.82K ﹤0.01% 1978
2025
Q3 		$1.75K Buy
207
+10
+5% +$94 ﹤0.01% 1513
2025
Q2 		$1.7K Buy
+197
New +$1.46K ﹤0.01% 1246

Other funds holding HLF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's HLF Position: Q2 2026 in Review

True Wealth Design reduced its Herbalife (HLF) stake by 49% in Q2 2026, selling an estimated $469 and leaving 35 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

True Wealth Design first reported a position in HLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.75K in Q3 2025. 234 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • True Wealth Design held 35 shares of Herbalife worth $461 as of Q2 2026.
  • True Wealth Design sold 34 Herbalife shares in Q2 2026, an estimated $469.
  • Herbalife made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2227 holding.
  • True Wealth Design first reported a position in Herbalife in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Herbalife position peaked at $1.75K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.