EverSource Wealth Advisors’s Happen Inc HAPN Stock Holding History

EverSource Wealth Advisors’s Portfolio HAPN Stock Details HAPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15K	Sell	152 -35	-19%	-$596	﹤0.01%	3507
2026 Q1	$2.68K	Buy	187 +108	+137%	+$1.81K	﹤0.01%	3538
2025 Q4	$1.5K	Sell	79 -355	-82%	-$6.27K	﹤0.01%	3596
2025 Q3	$6.59K	Buy	434 +369	+568%	+$5.6K	﹤0.01%	3024
2025 Q2	$782	Buy	65 +30	+86%	+$312	﹤0.01%	3791
2025 Q1	$361	Sell	35 -35	-50%	-$469	﹤0.01%	3563
2024 Q4	$1.13K	Buy	70 +62	+775%	+$914	﹤0.01%	2922
2024 Q3	$91	Hold	8	–	–	﹤0.01%	2984
2024 Q2	$100	Hold	8	–	–	﹤0.01%	2996
2024 Q1	$60	Buy	+8	New	+$67	﹤0.01%	2848
2023 Q4	–	Sell	-165	Closed	-$1.01K	–	2699
2023 Q3	$1.01K	Buy	+165	New	+$1.28K	﹤0.01%	2217
2023 Q2	–	Sell	-119	Closed	-$858	–	2550
2023 Q1	$858	Buy	+119	New	+$1.06K	﹤0.01%	2145

Other funds holding HAPN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EverSource Wealth Advisors's HAPN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Happen Inc (HAPN) stake by 19% in Q2 2026, selling an estimated $596 and leaving 152 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

EverSource Wealth Advisors first reported a position in HAPN in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.59K in Q3 2025. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

EverSource Wealth Advisors held 152 shares of Happen Inc worth $3.15K as of Q2 2026.
EverSource Wealth Advisors sold 35 Happen Inc shares in Q2 2026, an estimated $596.
Happen Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3507 holding.
EverSource Wealth Advisors first reported a position in Happen Inc in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Happen Inc position peaked at $6.59K in Q3 2025.
85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.