SOA Wealth Advisors’s ServiceTitan Inc TTAN Stock Holding History

SOA Wealth 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	$46K	Buy	+650	New	+$41.8K	0.01%	402

Other funds holding TTAN

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

KRS Capital Management Bloomfield, Michigan $215M AUM 69.3% 1-Year Est. Return

SOA Wealth Advisors's TTAN Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in ServiceTitan Inc (TTAN) in Q2 2026: 650 shares worth $46K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings.

39 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

SOA Wealth Advisors held 650 shares of ServiceTitan Inc worth $46K as of Q2 2026.
ServiceTitan Inc was a new SOA Wealth Advisors position in Q2 2026.
ServiceTitan Inc made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #402 holding.
39 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.