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

Spire 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
Q1 		– Sell
-100
Closed -$645 – 2332
2025
Q4 		$645 Hold
100
– – ﹤0.01% 2255
2025
Q3 		$610 Hold
100
– – ﹤0.01% 2331
2025
Q2 		$720 Hold
100
– – ﹤0.01% 2331
2025
Q1 		$942 Hold
100
– – ﹤0.01% 2400
2024
Q4 		$899 Hold
100
– – ﹤0.01% 2387
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 2086
2024
Q2 		$1.2K Hold
100
– – ﹤0.01% 2094
2024
Q1 		$1.14K Buy
100
+50
+100% +$631 ﹤0.01% 2187
2023
Q4 		$638 Hold
50
– – ﹤0.01% 2335
2023
Q3 		$594 Hold
50
– – ﹤0.01% 2334
2023
Q2 		$604 Buy
+50
New +$599 ﹤0.01% 2366
2023
Q1 		– Sell
-302
Closed -$4K – 2527
2022
Q4 		$4K Hold
302
– – ﹤0.01% 1892
2022
Q3 		$3K Hold
302
– – ﹤0.01% 1864
2022
Q2 		$3K Buy
+302
New +$3.79K ﹤0.01% 2268

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Spire Wealth Management's HRZN Position: Q1 2026 in Review

Spire Wealth Management sold out of Horizon Technology Finance (HRZN) in Q1 2026, closing a stake of 100 shares — an estimated $645 sold.

Spire Wealth Management first reported a position in HRZN in Q2 2022 and held it in 14 quarters. The position peaked at $4K in Q4 2022. 55 funds tracked by Wall St. Rank hold HRZN as of Q1 2026.

  • Spire Wealth Management reported no remaining Horizon Technology Finance position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 100 Horizon Technology Finance shares in Q1 2026, an estimated $645.
  • Spire Wealth Management first reported a position in Horizon Technology Finance in Q2 2022 and held it in 14 quarters.
  • Spire Wealth Management's Horizon Technology Finance position peaked at $4K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.