SageView Advisory Group’s Horizon Technology Finance HRZN Stock Holding History

SageView Advisory Group’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
2025 Q4	$1.94K	Buy	+300	New	+$1.92K	﹤0.01%	2240

Other funds holding HRZN

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's HRZN Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Horizon Technology Finance (HRZN) in Q4 2025: 300 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings.

65 funds tracked by Wall St. Rank hold HRZN as of Q4 2025.

SageView Advisory Group held 300 shares of Horizon Technology Finance worth $1.94K as of Q4 2025.
Horizon Technology Finance was a new SageView Advisory Group position in Q4 2025.
Horizon Technology Finance made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2240 holding.
65 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.