Salem Investment Counselors’s Happen Inc HAPN Stock Holding History

Salem Investment Counselors’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	-575	Closed	-$8.23K	–	1268
2026 Q1	$8.23K	Buy	+575	New	+$9.63K	﹤0.01%	912
2025 Q4	–	Sell	-575	Closed	-$8.73K	–	818
2025 Q3	$8.73K	Hold	575	–	–	﹤0.01%	909
2025 Q2	$6.92K	Hold	575	–	–	﹤0.01%	904
2025 Q1	$5.93K	Hold	575	–	–	﹤0.01%	910
2024 Q4	$9.31K	Hold	575	–	–	﹤0.01%	843
2024 Q3	$6.57K	Sell	575 -250	-30%	-$2.67K	﹤0.01%	895
2024 Q2	$6.98K	Hold	825	–	–	﹤0.01%	876
2024 Q1	$7.25K	Hold	825	–	–	﹤0.01%	875
2023 Q4	$7.21K	Hold	825	–	–	﹤0.01%	863
2023 Q3	$5.03K	Hold	825	–	–	﹤0.01%	895
2023 Q2	$8.04K	Hold	825	–	–	﹤0.01%	861
2023 Q1	$5.95K	Hold	825	–	–	﹤0.01%	890
2022 Q4	$7.26K	Hold	825	–	–	﹤0.01%	835
2022 Q3	$9K	Hold	825	–	–	﹤0.01%	773
2022 Q2	$10K	Hold	825	–	–	﹤0.01%	783
2022 Q1	$13K	Hold	825	–	–	﹤0.01%	713
2021 Q4	$20K	Hold	825	–	–	﹤0.01%	706
2021 Q3	$23K	Buy	+825	New	+$20.4K	﹤0.01%	618

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

Salem Investment Counselors's HAPN Position: Q2 2026 in Review

Salem Investment Counselors sold out of Happen Inc (HAPN) in Q2 2026, closing a stake of 575 shares — an estimated $8.23K sold.

Salem Investment Counselors first reported a position in HAPN in Q3 2021 and held it in 18 quarters. The position peaked at $23K in Q3 2021. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

Salem Investment Counselors reported no remaining Happen Inc position as of Q2 2026 after selling out during the quarter.
Salem Investment Counselors sold 575 Happen Inc shares in Q2 2026, an estimated $8.23K.
Salem Investment Counselors first reported a position in Happen Inc in Q3 2021 and held it in 18 quarters.
Salem Investment Counselors's Happen Inc position peaked at $23K in Q3 2021.
85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.