SSWM
HAPN

Sheets Smith Wealth Management’s Happen Inc HAPN Stock Holding History

Sheets Smith Wealth Management’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 		$378K Hold
18,229
– – 0.04% 325
2026
Q1 		$261K Sell
18,229
-53
-0.3% -$888 0.03% 361
2025
Q4 		$346K Hold
18,282
– – 0.04% 328
2025
Q3 		$278K Buy
+18,282
New +$277K 0.03% 357

Other funds holding HAPN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
EA
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sheets Smith Wealth Management's HAPN Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Happen Inc (HAPN) position steady in Q2 2026 at 18,229 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #325.

Sheets Smith Wealth Management first reported a position in HAPN in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Sheets Smith Wealth Management held 18,229 shares of Happen Inc worth $378K as of Q2 2026.
  • Sheets Smith Wealth Management left its Happen Inc share count unchanged in Q2 2026.
  • Happen Inc made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Sheets Smith Wealth Management first reported a position in Happen Inc in Q3 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.