CAPTRUST Financial Advisors
HRZN icon

CAPTRUST Financial Advisors’s Horizon Technology Finance HRZN Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		– Sell
-50,035
Closed -$323K – 3083
2025
Q4 		$323K Buy
+50,035
New +$320K ﹤0.01% 2198

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VIA
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CAPTRUST Financial Advisors's HRZN Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Horizon Technology Finance (HRZN) in Q1 2026, closing a stake of 50,035 shares — an estimated $323K sold.

CAPTRUST Financial Advisors first reported a position in HRZN in Q4 2025 and held it in 1 quarter. The position peaked at $323K in Q4 2025. 55 funds tracked by Wall St. Rank hold HRZN as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Horizon Technology Finance position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 50,035 Horizon Technology Finance shares in Q1 2026, an estimated $323K.
  • CAPTRUST Financial Advisors first reported a position in Horizon Technology Finance in Q4 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Horizon Technology Finance position peaked at $323K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.