N.E.W. Advisory Services’s Horizon Technology Finance HRZN Stock Holding History

N.E.W. Advisory Services’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	$9.77K	Buy	2,065 +13	+0.6%	+$56	﹤0.01%	658
2026 Q1	$8.64K	Sell	2,052 -1,948	-49%	-$11.3K	﹤0.01%	663
2025 Q4	$25.8K	Buy	4,000 +2,000	+100%	+$12.8K	﹤0.01%	453
2025 Q3	$12.2K	Sell	2,000 -1,800	-47%	-$13.1K	﹤0.01%	546
2025 Q2	$27.4K	Hold	3,800	–	–	﹤0.01%	403
2025 Q1	$35.8K	Buy	+3,800	New	+$35.6K	﹤0.01%	405

Other funds holding HRZN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

N.E.W. Advisory Services's HRZN Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Horizon Technology Finance (HRZN) stake by 0.63% in Q2 2026, buying an estimated $56 and bringing the position to 2,065 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

N.E.W. Advisory Services first reported a position in HRZN in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.8K in Q1 2025. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

N.E.W. Advisory Services held 2,065 shares of Horizon Technology Finance worth $9.77K as of Q2 2026.
N.E.W. Advisory Services bought 13 Horizon Technology Finance shares in Q2 2026, an estimated $56.
Horizon Technology Finance made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #658 holding.
N.E.W. Advisory Services first reported a position in Horizon Technology Finance in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Horizon Technology Finance position peaked at $35.8K in Q1 2025.
107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.