Rothschild Investment LLC’s Horizon Technology Finance HRZN Stock Holding History

Rothschild Investment LLC’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	$99.3K	Buy	+20,987	New	+$90.8K	﹤0.01%	1058

Other funds holding HRZN

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Rothschild Investment LLC's HRZN Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 20,987 shares worth $99.3K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings.

43 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

Rothschild Investment LLC held 20,987 shares of Horizon Technology Finance worth $99.3K as of Q2 2026.
Horizon Technology Finance was a new Rothschild Investment LLC position in Q2 2026.
Horizon Technology Finance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1058 holding.
43 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.