Wealth Enhancement Advisory Services
HLF icon

Wealth Enhancement Advisory Services’s Herbalife HLF Stock Holding History

Wealth Enhancement Advisory Services’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 		$217K Sell
16,479
-1,823
-10% -$25.1K ﹤0.01% 3511
2026
Q1 		$254K Buy
18,302
+4,126
+29% +$67.4K ﹤0.01% 2934
2025
Q4 		$200K Buy
14,176
+933
+7% +$9.88K ﹤0.01% 3272
2025
Q3 		$117K Buy
+13,243
New +$125K ﹤0.01% 3300

Other funds holding HLF

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's HLF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Herbalife (HLF) stake by 10% in Q2 2026, selling an estimated $25.1K and leaving 16,479 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #3511.

Wealth Enhancement Advisory Services first reported a position in HLF in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q1 2026. 17 funds tracked by Wall St. Rank hold HLF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,479 shares of Herbalife worth $217K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,823 Herbalife shares in Q2 2026, an estimated $25.1K.
  • Herbalife made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3511 holding.
  • Wealth Enhancement Advisory Services first reported a position in Herbalife in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Herbalife position peaked at $254K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Herbalife as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.