MassMutual Private Wealth & Trust’s Happen Inc HAPN Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$2.62K	Hold	177	–	–	﹤0.01%	1856
2026 Q2	$3.67K	Hold	177	–	–	﹤0.01%	1790
2026 Q1	$2.54K	Hold	177	–	–	﹤0.01%	1913
2025 Q4	$3.35K	Hold	177	–	–	﹤0.01%	1835
2025 Q3	$2.69K	Hold	177	–	–	﹤0.01%	1903
2025 Q2	$2.13K	Buy	177 +108	+157%	+$1.12K	﹤0.01%	1933
2025 Q1	$712	Hold	69	–	–	﹤0.01%	2188
2024 Q4	$1.12K	Hold	69	–	–	﹤0.01%	1997
2024 Q3	$789	Buy	+69	New	+$737	﹤0.01%	1910
2024 Q2	–	Sell	-26	Closed	-$229	–	2190
2024 Q1	$229	Buy	+26	New	+$218	﹤0.01%	1978

Other funds holding HAPN

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's HAPN Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Happen Inc (HAPN) position steady in Q3 2026 at 177 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

MassMutual Private Wealth & Trust first reported a position in HAPN in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.67K in Q2 2026. 8 funds tracked by Wall St. Rank hold HAPN as of Q3 2026.

MassMutual Private Wealth & Trust held 177 shares of Happen Inc worth $2.62K as of Q3 2026.
MassMutual Private Wealth & Trust left its Happen Inc share count unchanged in Q3 2026.
Happen Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1856 holding.
MassMutual Private Wealth & Trust first reported a position in Happen Inc in Q1 2024 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Happen Inc position peaked at $3.67K in Q2 2026.
8 funds tracked by Wall St. Rank held Happen Inc as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.