EWA
HRZN icon

EverSource Wealth Advisors’s Horizon Technology Finance HRZN Stock Holding History

EverSource Wealth 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 		– Hold
0
– – – 4379
2025
Q4 		– Sell
-943
Closed -$6.03K – 4264
2025
Q3 		$5.75K Buy
943
+282
+43% +$2.05K ﹤0.01% 3097
2025
Q2 		$4.76K Buy
+661
New +$5.15K ﹤0.01% 3180

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 $2.7B AUM 21.91% 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

EverSource Wealth Advisors's HRZN Position: Q1 2026 in Review

EverSource Wealth Advisors held its Horizon Technology Finance (HRZN) position steady in Q1 2026 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

EverSource Wealth Advisors first reported a position in HRZN in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.75K in Q3 2025. 55 funds tracked by Wall St. Rank hold HRZN as of Q1 2026.

  • EverSource Wealth Advisors held 0 shares of Horizon Technology Finance worth $2 as of Q1 2026.
  • EverSource Wealth Advisors left its Horizon Technology Finance share count unchanged in Q1 2026.
  • Horizon Technology Finance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4379 holding.
  • EverSource Wealth Advisors first reported a position in Horizon Technology Finance in Q2 2025 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Horizon Technology Finance position peaked at $5.75K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.