CWM
TTAN

Circle Wealth Management’s ServiceTitan Inc TTAN Stock Holding History

Circle Wealth Management’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 		– Sell
-5,706
Closed -$362K – 286
2026
Q1 		$362K Sell
5,706
-2,879
-34% -$222K 0.01% 223
2025
Q4 		$914K Sell
8,585
-132
-2% -$12.9K 0.01% 143
2025
Q3 		$879K Buy
8,717
+4,685
+116% +$514K 0.02% 134
2025
Q2 		$432K Buy
+4,032
New +$451K 0.01% 178

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

Circle Wealth Management's TTAN Position: Q2 2026 in Review

Circle Wealth Management sold out of ServiceTitan Inc (TTAN) in Q2 2026, closing a stake of 5,706 shares — an estimated $362K sold.

Circle Wealth Management first reported a position in TTAN in Q2 2025 and held it in 4 quarters. The position peaked at $914K in Q4 2025. 373 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Circle Wealth Management reported no remaining ServiceTitan Inc position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 5,706 ServiceTitan Inc shares in Q2 2026, an estimated $362K.
  • Circle Wealth Management first reported a position in ServiceTitan Inc in Q2 2025 and held it in 4 quarters.
  • Circle Wealth Management's ServiceTitan Inc position peaked at $914K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.