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Precision Wealth Strategies’s Happen Inc HAPN Stock Holding History

Precision Wealth Strategies’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 		– Sell
-28,405
Closed -$407K – 182
2026
Q1 		$407K Buy
+28,405
New +$476K 0.13% 135

Other funds holding HAPN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Precision Wealth Strategies's HAPN Position: Q2 2026 in Review

Precision Wealth Strategies sold out of Happen Inc (HAPN) in Q2 2026, closing a stake of 28,405 shares — an estimated $407K sold.

Precision Wealth Strategies first reported a position in HAPN in Q1 2026 and held it in 1 quarter. The position peaked at $407K in Q1 2026. 245 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Precision Wealth Strategies reported no remaining Happen Inc position as of Q2 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 28,405 Happen Inc shares in Q2 2026, an estimated $407K.
  • Precision Wealth Strategies first reported a position in Happen Inc in Q1 2026 and held it in 1 quarter.
  • Precision Wealth Strategies's Happen Inc position peaked at $407K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.