Balanced Rock Investment Advisors’s Heidrick & Struggles HSII Stock Holding History

Balanced Rock Investment Advisors’s Portfolio HSII Stock Details HSII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,252	Closed	-$311K	–	94
2025 Q3	$311K	Sell	6,252 -496	-7%	-$23.9K	0.23%	81
2025 Q2	$309K	Sell	6,748 -1,429	-17%	-$60K	0.24%	80
2025 Q1	$350K	Sell	8,177 -26	-0.3%	-$1.15K	0.28%	69
2024 Q4	$363K	Sell	8,203 -2,059	-20%	-$88K	0.29%	67
2024 Q3	$399K	Sell	10,262 -216	-2%	-$7.81K	0.31%	65
2024 Q2	$331K	Sell	10,478 -36	-0.3%	-$1.17K	0.28%	65
2024 Q1	$354K	Sell	10,514 -701	-6%	-$21.3K	0.3%	65
2023 Q4	$331K	Buy	+11,215	New	+$298K	0.29%	74

Other funds holding HSII

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Balanced Rock Investment Advisors's HSII Position: Q4 2025 in Review

Balanced Rock Investment Advisors sold out of Heidrick & Struggles (HSII) in Q4 2025, closing a stake of 6,252 shares — an estimated $311K sold.

Balanced Rock Investment Advisors first reported a position in HSII in Q4 2023 and held it in 8 quarters. The position peaked at $399K in Q3 2024. 2 funds tracked by Wall St. Rank hold HSII as of Q4 2025.

Balanced Rock Investment Advisors reported no remaining Heidrick & Struggles position as of Q4 2025 after selling out during the quarter.
Balanced Rock Investment Advisors sold 6,252 Heidrick & Struggles shares in Q4 2025, an estimated $311K.
Balanced Rock Investment Advisors first reported a position in Heidrick & Struggles in Q4 2023 and held it in 8 quarters.
Balanced Rock Investment Advisors's Heidrick & Struggles position peaked at $399K in Q3 2024.
2 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q4 2025.

Based on Balanced Rock Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.