MYIA
TTAN

Mount Yale Investment Advisors’s ServiceTitan Inc TTAN Stock Holding History

Mount Yale Investment 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 		$1.42M Buy
20,093
+2,794
+16% +$180K 0.03% 497
2026
Q1 		$1.1M Buy
17,299
+12,846
+288% +$991K 0.03% 494
2025
Q4 		$474K Buy
+4,453
New +$435K 0.02% 471

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 40.91% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Mount Yale Investment Advisors's TTAN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its ServiceTitan Inc (TTAN) stake by 16% in Q2 2026, buying an estimated $180K and bringing the position to 20,093 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #497.

Mount Yale Investment Advisors first reported a position in TTAN in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Mount Yale Investment Advisors held 20,093 shares of ServiceTitan Inc worth $1.42M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,794 ServiceTitan Inc shares in Q2 2026, an estimated $180K.
  • ServiceTitan Inc made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #497 holding.
  • Mount Yale Investment Advisors first reported a position in ServiceTitan Inc in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.