Northwestern Mutual Wealth Management
HRZN icon

Northwestern Mutual Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

Northwestern Mutual 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
Q2 		$7.38K Buy
+1,561
New +$6.75K ﹤0.01% 3232
2024
Q4 		– Sell
-496
Closed -$5.28K – 3732
2024
Q3 		$5.28K Buy
+496
New +$5.67K ﹤0.01% 2878
2024
Q2 		– Sell
-10
Closed -$114 – 3647
2024
Q1 		$114 Buy
10
+7
+233% +$88 ﹤0.01% 3430
2023
Q4 		$40 Buy
+3
New +$37 ﹤0.01% 3411

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 52.51% 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

Northwestern Mutual Wealth Management's HRZN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 1,561 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #3232 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in HRZN as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in HRZN in Q4 2023 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,561 shares of Horizon Technology Finance worth $7.38K as of Q2 2026.
  • Horizon Technology Finance was a new Northwestern Mutual Wealth Management position in Q2 2026.
  • Horizon Technology Finance made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3232 holding.
  • Northwestern Mutual Wealth Management first reported a position in Horizon Technology Finance in Q4 2023 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.