SWA
TTAN

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

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

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.

373 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.
  • 373 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.