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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
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

Other funds holding HRZN

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Aspect Partners's HRZN Position: Q2 2026 in Review

Aspect Partners increased its Horizon Technology Finance (HRZN) stake by 3% in Q2 2026, buying an estimated $22 and bringing the position to 172 shares worth $812. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Aspect Partners first reported a position in HRZN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02K in Q4 2025. 15 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Aspect Partners held 172 shares of Horizon Technology Finance worth $812 as of Q2 2026.
  • Aspect Partners bought 5 Horizon Technology Finance shares in Q2 2026, an estimated $22.
  • Horizon Technology Finance made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #597 holding.
  • Aspect Partners first reported a position in Horizon Technology Finance in Q3 2025 and has held it in 4 quarters since.
  • Aspect Partners's Horizon Technology Finance position peaked at $1.02K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.