Aspect Partners
HRZN icon

Aspect Partners’s Horizon Technology Finance HRZN Stock Holding History

Aspect Partners’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-172
Closed -$812 – 689
2026
Q2 		$812 Buy
172
+5
+3% +$22 ﹤0.01% 597
2026
Q1 		$704 Buy
167
+9
+6% +$52 ﹤0.01% 631
2025
Q4 		$1.02K Buy
158
+8
+5% +$51 ﹤0.01% 634
2025
Q3 		$915 Buy
+150
New +$1.09K ﹤0.01% 656

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Forum Financial Management
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LifeWealth Investments
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
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Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspect Partners's HRZN Position: Q3 2026 in Review

Aspect Partners sold out of Horizon Technology Finance (HRZN) in Q3 2026, closing a stake of 172 shares — an estimated $812 sold.

Aspect Partners first reported a position in HRZN in Q3 2025 and held it in 4 quarters. The position peaked at $1.02K in Q4 2025. 9 funds tracked by Wall St. Rank hold HRZN as of Q3 2026.

  • Aspect Partners reported no remaining Horizon Technology Finance position as of Q3 2026 after selling out during the quarter.
  • Aspect Partners sold 172 Horizon Technology Finance shares in Q3 2026, an estimated $812.
  • Aspect Partners first reported a position in Horizon Technology Finance in Q3 2025 and held it in 4 quarters.
  • Aspect Partners's Horizon Technology Finance position peaked at $1.02K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.