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Bogart Wealth LLC’s ServiceTitan Inc TTAN Stock Holding History

Bogart Wealth LLC’s Portfolio TTAN Stock Details TTAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8K Buy
336
+142
+73% +$9.14K ﹤0.01% 748
2026
Q1 		$12.3K Buy
194
+2
+1% +$154 ﹤0.01% 860
2025
Q4 		$20.4K Buy
192
+105
+121% +$10.3K ﹤0.01% 679
2025
Q3 		$8.77K Buy
+87
New +$9.55K ﹤0.01% 856

Other funds holding TTAN

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Bogart Wealth LLC's TTAN Position: Q2 2026 in Review

Bogart Wealth LLC increased its ServiceTitan Inc (TTAN) stake by 73% in Q2 2026, buying an estimated $9.14K and bringing the position to 336 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Bogart Wealth LLC first reported a position in TTAN in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Bogart Wealth LLC held 336 shares of ServiceTitan Inc worth $23.8K as of Q2 2026.
  • Bogart Wealth LLC bought 142 ServiceTitan Inc shares in Q2 2026, an estimated $9.14K.
  • ServiceTitan Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #748 holding.
  • Bogart Wealth LLC first reported a position in ServiceTitan Inc in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.