WANY
HLF icon

Wealthspire Advisors (New York)’s Herbalife HLF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-100
Closed -$844 – 1840
2025
Q3 		$844 Buy
+100
New +$943 ﹤0.01% 2766
2020
Q4 		– Sell
-7,510
Closed -$350K – 583
2020
Q3 		$350K Hold
7,510
– – 0.02% 219
2020
Q2 		$338K Sell
7,510
-16
-0.2% -$621 0.02% 191
2020
Q1 		$219K Buy
7,526
+16
+0.2% +$596 0.01% 463
2019
Q4 		$358K Buy
+7,510
New +$325K 0.03% 128

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $6.73T AUM 46.02% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s HLF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Herbalife (HLF) in Q4 2025, closing a stake of 100 shares — an estimated $844 sold.

Wealthspire Advisors (New York) first reported a position in HLF in Q4 2019 and held it in 5 quarters. The position peaked at $358K in Q4 2019. 231 funds tracked by Wall St. Rank hold HLF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Herbalife position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 100 Herbalife shares in Q4 2025, an estimated $844.
  • Wealthspire Advisors (New York) first reported a position in Herbalife in Q4 2019 and held it in 5 quarters.
  • Wealthspire Advisors (New York)'s Herbalife position peaked at $358K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held Herbalife as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.