VWA
HAPN

Valued Wealth Advisors’s Happen Inc HAPN Stock Holding History

Valued Wealth Advisors’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 		$5.04K Buy
243
+80
+49% +$1.36K ﹤0.01% 443
2026
Q1 		$2.33K Buy
+163
New +$2.73K ﹤0.01% 539

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

Valued Wealth Advisors's HAPN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Happen Inc (HAPN) stake by 49% in Q2 2026, buying an estimated $1.36K and bringing the position to 243 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Valued Wealth Advisors first reported a position in HAPN in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold HAPN as of Q2 2026.

  • Valued Wealth Advisors held 243 shares of Happen Inc worth $5.04K as of Q2 2026.
  • Valued Wealth Advisors bought 80 Happen Inc shares in Q2 2026, an estimated $1.36K.
  • Happen Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #443 holding.
  • Valued Wealth Advisors first reported a position in Happen Inc in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Happen Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.