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

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MCO
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Renaissance Technologies
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CM
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State Street
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American Century Companies
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Geode Capital Management
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SFM
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