Lido Advisors
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Lido Advisors’s Horizon Technology Finance HRZN Stock Holding History

Lido 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
2025
Q2 		– Sell
-10,084
Closed -$95.1K – 1701
2025
Q1 		$95.1K Buy
+10,084
New +$94.6K ﹤0.01% 1448

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BlackRock
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CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lido Advisors's HRZN Position: Q2 2025 in Review

Lido Advisors sold out of Horizon Technology Finance (HRZN) in Q2 2025, closing a stake of 10,084 shares — an estimated $95.1K sold.

Lido Advisors first reported a position in HRZN in Q1 2025 and held it in 1 quarter. The position peaked at $95.1K in Q1 2025. 60 funds tracked by Wall St. Rank hold HRZN as of Q2 2025.

  • Lido Advisors reported no remaining Horizon Technology Finance position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 10,084 Horizon Technology Finance shares in Q2 2025, an estimated $95.1K.
  • Lido Advisors first reported a position in Horizon Technology Finance in Q1 2025 and held it in 1 quarter.
  • Lido Advisors's Horizon Technology Finance position peaked at $95.1K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.