NW
TTAN

NewEdge Wealth’s ServiceTitan Inc TTAN Stock Holding History

NewEdge Wealth’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 		$2.75M Sell
38,836
-8,535
-18% -$549K 0.03% 376
2026
Q1 		$3.01M Buy
47,371
+12,416
+36% +$958K 0.04% 329
2025
Q4 		$3.72M Buy
34,955
+12,976
+59% +$1.27M 0.04% 306
2025
Q3 		$2.02M Sell
21,979
-1,093
-5% -$120K 0.03% 395
2025
Q2 		$2.54M Buy
+23,072
New +$2.58M 0.04% 329

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

NewEdge Wealth's TTAN Position: Q2 2026 in Review

NewEdge Wealth reduced its ServiceTitan Inc (TTAN) stake by 18% in Q2 2026, selling an estimated $549K and leaving 38,836 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #376.

NewEdge Wealth first reported a position in TTAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.72M in Q4 2025. 373 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • NewEdge Wealth held 38,836 shares of ServiceTitan Inc worth $2.75M as of Q2 2026.
  • NewEdge Wealth sold 8,535 ServiceTitan Inc shares in Q2 2026, an estimated $549K.
  • ServiceTitan Inc made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #376 holding.
  • NewEdge Wealth first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's ServiceTitan Inc position peaked at $3.72M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.