LA
TTAN

LVW Advisors’s ServiceTitan Inc TTAN Stock Holding History

LVW 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 		$224K Sell
3,166
-3,224
-50% -$208K 0.02% 417
2026
Q1 		$406K Buy
6,390
+1,298
+25% +$100K 0.04% 249
2025
Q4 		$542K Buy
+5,092
New +$497K 0.06% 181

Other funds holding TTAN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LVW Advisors's TTAN Position: Q2 2026 in Review

LVW Advisors reduced its ServiceTitan Inc (TTAN) stake by 50% in Q2 2026, selling an estimated $208K and leaving 3,166 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #417.

LVW Advisors first reported a position in TTAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 84 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • LVW Advisors held 3,166 shares of ServiceTitan Inc worth $224K as of Q2 2026.
  • LVW Advisors sold 3,224 ServiceTitan Inc shares in Q2 2026, an estimated $208K.
  • ServiceTitan Inc made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #417 holding.
  • LVW Advisors first reported a position in ServiceTitan Inc in Q4 2025 and has held it in 3 quarters since.
  • LVW Advisors's ServiceTitan Inc position peaked at $542K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.