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Chung Wu Investment Group’s Horizon Technology Finance HRZN Stock Holding History

Chung Wu Investment Group’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 		$4.63K Hold
1,100
– – ﹤0.01% 230
2025
Q4 		$7.09K Hold
1,100
– – 0.01% 225
2025
Q3 		$6.71K Hold
1,100
– – 0.01% 223
2025
Q2 		$7.92K Buy
+1,100
New +$8.57K 0.01% 215

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Chung Wu Investment Group's HRZN Position: Q1 2026 in Review

Chung Wu Investment Group held its Horizon Technology Finance (HRZN) position steady in Q1 2026 at 1,100 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Chung Wu Investment Group first reported a position in HRZN in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.92K in Q2 2025. 55 funds tracked by Wall St. Rank hold HRZN as of Q1 2026.

  • Chung Wu Investment Group held 1,100 shares of Horizon Technology Finance worth $4.63K as of Q1 2026.
  • Chung Wu Investment Group left its Horizon Technology Finance share count unchanged in Q1 2026.
  • Horizon Technology Finance made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q1 2026, its #230 holding.
  • Chung Wu Investment Group first reported a position in Horizon Technology Finance in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's Horizon Technology Finance position peaked at $7.92K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.