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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
Q3 		$425 Hold
35
– – ﹤0.01% 2179
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

AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's HLF Position: Q3 2026 in Review

True Wealth Design held its Herbalife (HLF) position steady in Q3 2026 at 35 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

True Wealth Design first reported a position in HLF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.75K in Q3 2025. 8 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

  • True Wealth Design held 35 shares of Herbalife worth $425 as of Q3 2026.
  • True Wealth Design left its Herbalife share count unchanged in Q3 2026.
  • Herbalife made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2179 holding.
  • True Wealth Design first reported a position in Herbalife in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Herbalife position peaked at $1.75K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.