JTWM
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Jackson Thornton Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

Jackson Thornton Wealth Management’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 		$429K Buy
90,609
+57,591
+174% +$249K 0.03% 177
2026
Q1 		$149K Sell
33,018
-1,146
-3% -$6.64K 0.01% 281
2025
Q4 		$226K Sell
34,164
-415
-1% -$2.65K 0.02% 273
2025
Q3 		$212K Sell
34,579
-1,068
-3% -$7.76K 0.02% 259
2025
Q2 		$278K Sell
35,647
-442
-1% -$3.44K 0.03% 89
2025
Q1 		$303K Sell
36,089
-734
-2% -$6.88K 0.04% 67
2024
Q4 		$331K Buy
+36,823
New +$354K 0.04% 61

Other funds holding HRZN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jackson Thornton Wealth Management's HRZN Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Horizon Technology Finance (HRZN) stake by 174% in Q2 2026, buying an estimated $249K and bringing the position to 90,609 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #177.

Jackson Thornton Wealth Management first reported a position in HRZN in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Jackson Thornton Wealth Management held 90,609 shares of Horizon Technology Finance worth $429K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 57,591 Horizon Technology Finance shares in Q2 2026, an estimated $249K.
  • Horizon Technology Finance made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Jackson Thornton Wealth Management first reported a position in Horizon Technology Finance in Q4 2024 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.