Y-Intercept (HK)’s Herbalife HLF Stock Holding History

Y-Intercept (HK)’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	–	Sell	-136,201	Closed	-$1.79M	–	1784
2026 Q2	$1.79M	Buy	+136,201	New	+$1.88M	0.04%	761
2026 Q1	–	Sell	-128,475	Closed	-$1.66M	–	1764
2025 Q4	$1.66M	Buy	128,475 +113,538	+760%	+$1.2M	0.04%	712
2025 Q3	$126K	Sell	14,937 -46,672	-76%	-$440K	﹤0.01%	1484
2025 Q2	$531K	Buy	+61,609	New	+$458K	0.01%	1185
2024 Q2	–	Sell	-69,815	Closed	-$702K	–	1597
2024 Q1	$702K	Buy	69,815 +42,676	+157%	+$459K	0.05%	543
2023 Q4	$414K	Buy	+27,139	New	+$375K	0.04%	684
2023 Q2	–	Sell	-14,226	Closed	-$229K	–	1459
2023 Q1	$229K	Sell	14,226 -443	-3%	-$7.84K	0.03%	895
2022 Q4	$218K	Buy	+14,669	New	+$255K	0.03%	794
2022 Q3	–	Sell	-15,317	Closed	-$313K	–	1098
2022 Q2	$313K	Buy	+15,317	New	+$379K	0.04%	571

Other funds holding HLF

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Y-Intercept (HK)'s HLF Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Herbalife (HLF) in Q3 2026, closing a stake of 136,201 shares — an estimated $1.79M sold.

Y-Intercept (HK) first reported a position in HLF in Q2 2022 and held it in 9 quarters. The position peaked at $1.79M in Q2 2026. 30 funds tracked by Wall St. Rank hold HLF as of Q3 2026.

Y-Intercept (HK) reported no remaining Herbalife position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 136,201 Herbalife shares in Q3 2026, an estimated $1.79M.
Y-Intercept (HK) first reported a position in Herbalife in Q2 2022 and held it in 9 quarters.
Y-Intercept (HK)'s Herbalife position peaked at $1.79M in Q2 2026.
30 funds tracked by Wall St. Rank held Herbalife as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.