Carson Wealth (CWM LLC)
HSII

Carson Wealth (CWM LLC)’s Heidrick & Struggles HSII Stock Holding History

Carson Wealth (CWM LLC)’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
-3,583
Closed -$178K – 5476
2025
Q3 		$178K Buy
3,583
+2,799
+357% +$135K ﹤0.01% 2536
2025
Q2 		$36K Buy
784
+619
+375% +$26K ﹤0.01% 3508
2025
Q1 		$7K Buy
165
+16
+11% +$708 ﹤0.01% 4286
2024
Q4 		$7K Buy
149
+58
+64% +$2.48K ﹤0.01% 4050
2024
Q3 		$4K Buy
91
+58
+176% +$2.1K ﹤0.01% 4186
2024
Q2 		$1K Buy
33
+26
+371% +$847 ﹤0.01% 4394
2024
Q1 		$0 Buy
7
+2
+40% +$61 ﹤0.01% 4498
2023
Q4 		$0 Sell
5
-6
-55% -$159 ﹤0.01% 4302
2023
Q3 		$0 Sell
11
-22
-67% -$588 ﹤0.01% 4318
2023
Q2 		$1K Sell
33
-96
-74% -$2.53K ﹤0.01% 3974
2023
Q1 		$4K Buy
129
+66
+105% +$2.02K ﹤0.01% 3393
2022
Q4 		$2K Sell
63
-4
-6% -$113 ﹤0.01% 3559
2022
Q3 		$2K Buy
+67
New +$1.98K ﹤0.01% 3469

Other funds holding HSII

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HSII Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Heidrick & Struggles (HSII) in Q4 2025, closing a stake of 3,583 shares — an estimated $178K sold.

Carson Wealth (CWM LLC) first reported a position in HSII in Q3 2022 and held it in 13 quarters. The position peaked at $178K in Q3 2025. 2 funds tracked by Wall St. Rank hold HSII as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Heidrick & Struggles position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,583 Heidrick & Struggles shares in Q4 2025, an estimated $178K.
  • Carson Wealth (CWM LLC) first reported a position in Heidrick & Struggles in Q3 2022 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Heidrick & Struggles position peaked at $178K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.