Creative Planning
TTAN

Creative Planning’s ServiceTitan Inc TTAN Stock Holding History

Creative Planning’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 		$416K Sell
5,890
-296
-5% -$19.1K ﹤0.01% 3328
2026
Q1 		$393K Buy
+6,186
New +$477K ﹤0.01% 3213

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

Creative Planning's TTAN Position: Q2 2026 in Review

Creative Planning reduced its ServiceTitan Inc (TTAN) stake by 4.8% in Q2 2026, selling an estimated $19.1K and leaving 5,890 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

Creative Planning first reported a position in TTAN in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Creative Planning held 5,890 shares of ServiceTitan Inc worth $416K as of Q2 2026.
  • Creative Planning sold 296 ServiceTitan Inc shares in Q2 2026, an estimated $19.1K.
  • ServiceTitan Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3328 holding.
  • Creative Planning first reported a position in ServiceTitan Inc in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.