CWM
HSII

Congress Wealth Management’s Heidrick & Struggles HSII Stock Holding History

Congress Wealth Management’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
Q2 		$490K Buy
10,700
+5,350
+100% +$224K ﹤0.01% 934
2025
Q1 		$229K Hold
5,350
– – ﹤0.01% 1007
2024
Q4 		$237K Sell
5,350
-5,350
-50% -$229K ﹤0.01% 818
2024
Q3 		$416K Buy
+10,700
New +$387K 0.01% 665

Other funds holding HSII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Congress Wealth Management's HSII Position: Q2 2025 in Review

Congress Wealth Management increased its Heidrick & Struggles (HSII) stake by 100% in Q2 2025, buying an estimated $224K and bringing the position to 10,700 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Congress Wealth Management first reported a position in HSII in Q3 2024 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold HSII as of Q2 2025.

  • Congress Wealth Management held 10,700 shares of Heidrick & Struggles worth $490K as of Q2 2025.
  • Congress Wealth Management bought 5,350 Heidrick & Struggles shares in Q2 2025, an estimated $224K.
  • Heidrick & Struggles made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #934 holding.
  • Congress Wealth Management first reported a position in Heidrick & Struggles in Q3 2024 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.