Mutual Advisors’s Horizon Technology Finance HRZN Stock Holding History

Mutual 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	-10,056	Closed	-$88K	–	1185
2025 Q1	$88K	Sell	10,056 -1,466	-13%	-$13.8K	﹤0.01%	1064
2024 Q4	$106K	Buy	+11,522	New	+$111K	﹤0.01%	1052

Other funds holding HRZN

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mutual Advisors's HRZN Position: Q2 2025 in Review

Mutual Advisors sold out of Horizon Technology Finance (HRZN) in Q2 2025, closing a stake of 10,056 shares — an estimated $88K sold.

Mutual Advisors first reported a position in HRZN in Q4 2024 and held it in 2 quarters. The position peaked at $106K in Q4 2024. 60 funds tracked by Wall St. Rank hold HRZN as of Q2 2025.

Mutual Advisors reported no remaining Horizon Technology Finance position as of Q2 2025 after selling out during the quarter.
Mutual Advisors sold 10,056 Horizon Technology Finance shares in Q2 2025, an estimated $88K.
Mutual Advisors first reported a position in Horizon Technology Finance in Q4 2024 and held it in 2 quarters.
Mutual Advisors's Horizon Technology Finance position peaked at $106K in Q4 2024.
60 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.