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Nova Wealth Management’s Horizon Technology Finance HRZN Stock Holding History

Nova 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 		$17.6K Hold
3,722
– – 0.01% 338
2026
Q1 		$15.7K Hold
3,722
– – 0.01% 329
2025
Q4 		$24K Hold
3,722
– – 0.02% 269
2025
Q3 		$22.7K Hold
3,722
– – 0.02% 288
2025
Q2 		$26.8K Hold
3,722
– – 0.02% 278
2025
Q1 		$35.1K Buy
3,722
+622
+20% +$5.83K 0.03% 236
2024
Q4 		$27.9K Buy
+3,100
New +$29.8K 0.02% 210

Other funds holding HRZN

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Nova Wealth Management's HRZN Position: Q2 2026 in Review

Nova Wealth Management held its Horizon Technology Finance (HRZN) position steady in Q2 2026 at 3,722 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Nova Wealth Management first reported a position in HRZN in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.1K in Q1 2025. 10 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • Nova Wealth Management held 3,722 shares of Horizon Technology Finance worth $17.6K as of Q2 2026.
  • Nova Wealth Management left its Horizon Technology Finance share count unchanged in Q2 2026.
  • Horizon Technology Finance made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Nova Wealth Management first reported a position in Horizon Technology Finance in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Horizon Technology Finance position peaked at $35.1K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.