KAS
HAPN

Kestra Advisory Services’s Happen Inc HAPN Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,326
Closed -$44.1K – 3823
2025
Q4 		$44.1K Buy
+2,326
New +$41.1K ﹤0.01% 4022

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Kestra Advisory Services's HAPN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Happen Inc (HAPN) in Q1 2026, closing a stake of 2,326 shares — an estimated $44.1K sold.

Kestra Advisory Services first reported a position in HAPN in Q4 2025 and held it in 1 quarter. The position peaked at $44.1K in Q4 2025. 247 funds tracked by Wall St. Rank hold HAPN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Happen Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,326 Happen Inc shares in Q1 2026, an estimated $44.1K.
  • Kestra Advisory Services first reported a position in Happen Inc in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Happen Inc position peaked at $44.1K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Happen Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.