MFWP
TTAN

Mosaic Family Wealth Partners’s ServiceTitan Inc TTAN Stock Holding History

Mosaic Family Wealth Partners’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 		$3.14M Buy
44,359
+47
+0.1% +$3.03K 0.21% 80
2026
Q1 		$2.81M Buy
44,312
+4
+0% +$309 0.29% 49
2025
Q4 		$4.72M Hold
44,308
– – 0.52% 28
2025
Q3 		$4.56M Sell
44,308
-45,720
-51% -$5.02M 0.53% 24
2025
Q2 		$9.65M Buy
+90,028
New +$10.1M 1.23% 15

Other funds holding TTAN

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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

Mosaic Family Wealth Partners's TTAN Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its ServiceTitan Inc (TTAN) stake by 0.11% in Q2 2026, buying an estimated $3.03K and bringing the position to 44,359 shares worth $3.14M. The position accounts for 0.21% of the portfolio, ranked #80.

Mosaic Family Wealth Partners first reported a position in TTAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.65M in Q2 2025. 108 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Mosaic Family Wealth Partners held 44,359 shares of ServiceTitan Inc worth $3.14M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 47 ServiceTitan Inc shares in Q2 2026, an estimated $3.03K.
  • ServiceTitan Inc made up 0.21% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Mosaic Family Wealth Partners first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 5 quarters since.
  • Mosaic Family Wealth Partners's ServiceTitan Inc position peaked at $9.65M in Q2 2025.
  • 108 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.