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Kerr Financial Planning’s Horizon Technology Finance HRZN Stock Holding History

Kerr Financial Planning’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 		$985 Buy
209
+6
+3% +$26 ﹤0.01% 483
2026
Q1 		$788 Buy
+203
New +$1.18K ﹤0.01% 479

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

Kerr Financial Planning's HRZN Position: Q2 2026 in Review

Kerr Financial Planning increased its Horizon Technology Finance (HRZN) stake by 3% in Q2 2026, buying an estimated $26 and bringing the position to 209 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Kerr Financial Planning first reported a position in HRZN in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Kerr Financial Planning held 209 shares of Horizon Technology Finance worth $985 as of Q2 2026.
  • Kerr Financial Planning bought 6 Horizon Technology Finance shares in Q2 2026, an estimated $26.
  • Horizon Technology Finance made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #483 holding.
  • Kerr Financial Planning first reported a position in Horizon Technology Finance in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.