Integrated Wealth Concepts’s Happen Inc HAPN Stock Holding History

Integrated Wealth Concepts’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	$5.87K	Buy	+283	New	+$4.82K	﹤0.01%	4887

Other funds holding HAPN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Integrated Wealth Concepts's HAPN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Happen Inc (HAPN) in Q2 2026: 283 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #4887 among its holdings.

244 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

Integrated Wealth Concepts held 283 shares of Happen Inc worth $5.87K as of Q2 2026.
Happen Inc was a new Integrated Wealth Concepts position in Q2 2026.
Happen Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4887 holding.
244 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.