TWD
HAPN

True Wealth Design’s Happen Inc HAPN Stock Holding History

True Wealth Design’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 		$1.66K Sell
80
-60
-43% -$1.02K ﹤0.01% 1769
2026
Q1 		$2K Buy
140
+60
+75% +$1K ﹤0.01% 1539
2025
Q4 		$1.52K Hold
80
– – ﹤0.01% 1558
2025
Q3 		$1.22K Hold
80
– – ﹤0.01% 1686
2025
Q2 		$963 Sell
80
-18
-18% -$187 ﹤0.01% 1476
2025
Q1 		$1.01K Buy
+98
New +$1.31K ﹤0.01% 1258

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

True Wealth Design's HAPN Position: Q2 2026 in Review

True Wealth Design reduced its Happen Inc (HAPN) stake by 43% in Q2 2026, selling an estimated $1.02K and leaving 80 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

True Wealth Design first reported a position in HAPN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2K in Q1 2026. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • True Wealth Design held 80 shares of Happen Inc worth $1.66K as of Q2 2026.
  • True Wealth Design sold 60 Happen Inc shares in Q2 2026, an estimated $1.02K.
  • Happen Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1769 holding.
  • True Wealth Design first reported a position in Happen Inc in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Happen Inc position peaked at $2K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.