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

SHP 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	$946	Buy	+200	New	+$865	﹤0.01%	1605

Other funds holding HRZN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 200 shares worth $946. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings.

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

SHP Wealth Management held 200 shares of Horizon Technology Finance worth $946 as of Q2 2026.
Horizon Technology Finance was a new SHP Wealth Management position in Q2 2026.
Horizon Technology Finance made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1605 holding.
107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.