Jacobson & Schmitt Advisors’s ServiceTitan Inc TTAN Stock Holding History

Jacobson & Schmitt Advisors’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	$5.73M	Sell	81,102 -13,379	-14%	-$861K	0.94%	38
2026 Q1	$6M	Sell	94,481 -37,929	-29%	-$2.93M	1.09%	34
2025 Q4	$14.1M	Buy	132,410 +11,966	+10%	+$1.17M	2.37%	19
2025 Q3	$12.1M	Sell	120,444 -602	-0.5%	-$66.1K	2.08%	25
2025 Q2	$13M	Buy	121,046 +22,991	+23%	+$2.57M	2.3%	21
2025 Q1	$9.33M	Buy	+98,055	New	+$9.51M	1.91%	30

Other funds holding TTAN

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

KCM

KRS Capital Management Bloomfield, Michigan $215M AUM 69.3% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Jacobson & Schmitt Advisors's TTAN Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its ServiceTitan Inc (TTAN) stake by 14% in Q2 2026, selling an estimated $861K and leaving 81,102 shares worth $5.73M. The position accounts for 0.94% of the portfolio, ranked #38.

Jacobson & Schmitt Advisors first reported a position in TTAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1M in Q4 2025. 40 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

Jacobson & Schmitt Advisors held 81,102 shares of ServiceTitan Inc worth $5.73M as of Q2 2026.
Jacobson & Schmitt Advisors sold 13,379 ServiceTitan Inc shares in Q2 2026, an estimated $861K.
ServiceTitan Inc made up 0.94% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #38 holding.
Jacobson & Schmitt Advisors first reported a position in ServiceTitan Inc in Q1 2025 and has held it in 6 quarters since.
Jacobson & Schmitt Advisors's ServiceTitan Inc position peaked at $14.1M in Q4 2025.
40 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.