NWM
HRZN icon

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

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 52.52% 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

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. 107 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.
  • 107 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.