PWM
TTAN

Perigon Wealth Management’s ServiceTitan Inc TTAN Stock Holding History

Perigon Wealth Management’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 		$831K Sell
11,758
-528
-4% -$34K 0.01% 663
2026
Q1 		$780K Buy
12,286
+280
+2% +$21.6K 0.01% 611
2025
Q4 		$1.28M Sell
12,006
-2,242
-16% -$219K 0.02% 471
2025
Q3 		$1.44M Sell
14,248
-12,291
-46% -$1.35M 0.03% 421
2025
Q2 		$2.84M Buy
+26,539
New +$2.97M 0.07% 271

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

Perigon Wealth Management's TTAN Position: Q2 2026 in Review

Perigon Wealth Management reduced its ServiceTitan Inc (TTAN) stake by 4.3% in Q2 2026, selling an estimated $34K and leaving 11,758 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #663.

Perigon Wealth Management first reported a position in TTAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.84M in Q2 2025. 373 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Perigon Wealth Management held 11,758 shares of ServiceTitan Inc worth $831K as of Q2 2026.
  • Perigon Wealth Management sold 528 ServiceTitan Inc shares in Q2 2026, an estimated $34K.
  • ServiceTitan Inc made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #663 holding.
  • Perigon Wealth Management first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's ServiceTitan Inc position peaked at $2.84M in Q2 2025.
  • 373 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.