Creative Planning’s Heidrick & Struggles HSII Stock Holding History

Creative Planning’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	-9,295	Closed	-$463K	–	3993
2025 Q3	$463K	Buy	9,295 +1,275	+16%	+$61.4K	﹤0.01%	2791
2025 Q2	$367K	Sell	8,020 -56	-0.7%	-$2.35K	﹤0.01%	2728
2025 Q1	$346K	Sell	8,076 -30	-0.4%	-$1.33K	﹤0.01%	2622
2024 Q4	$359K	Sell	8,106 -89	-1%	-$3.8K	﹤0.01%	2521
2024 Q3	$318K	Buy	+8,195	New	+$296K	﹤0.01%	2468

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

Creative Planning's HSII Position: Q4 2025 in Review

Creative Planning sold out of Heidrick & Struggles (HSII) in Q4 2025, closing a stake of 9,295 shares — an estimated $463K sold.

Creative Planning first reported a position in HSII in Q3 2024 and held it in 5 quarters. The position peaked at $463K in Q3 2025. 2 funds tracked by Wall St. Rank hold HSII as of Q4 2025.

Creative Planning reported no remaining Heidrick & Struggles position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 9,295 Heidrick & Struggles shares in Q4 2025, an estimated $463K.
Creative Planning first reported a position in Heidrick & Struggles in Q3 2024 and held it in 5 quarters.
Creative Planning's Heidrick & Struggles position peaked at $463K in Q3 2025.
2 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.