JTWM
HRZN icon

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
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

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

Jackson Thornton Wealth Management's HRZN Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Horizon Technology Finance (HRZN) stake by 3.4% in Q1 2026, selling an estimated $6.64K and leaving 33,018 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #281.

Jackson Thornton Wealth Management first reported a position in HRZN in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q4 2024. 55 funds tracked by Wall St. Rank hold HRZN as of Q1 2026.

  • Jackson Thornton Wealth Management held 33,018 shares of Horizon Technology Finance worth $149K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 1,146 Horizon Technology Finance shares in Q1 2026, an estimated $6.64K.
  • Horizon Technology Finance made up 0.01% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Jackson Thornton Wealth Management first reported a position in Horizon Technology Finance in Q4 2024 and has held it in 6 quarters since.
  • Jackson Thornton Wealth Management's Horizon Technology Finance position peaked at $331K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.