Planning Strategies Inc.’s ServiceTitan Inc TTAN Stock Holding History

Planning Strategies Inc.’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	$1.49K	Buy	+21	New	+$1.35K	﹤0.01%	661

Other funds holding TTAN

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

ZCI

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

JSA

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s TTAN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in ServiceTitan Inc (TTAN) in Q2 2026: 21 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings.

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

Planning Strategies Inc. held 21 shares of ServiceTitan Inc worth $1.49K as of Q2 2026.
ServiceTitan Inc was a new Planning Strategies Inc. position in Q2 2026.
ServiceTitan Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #661 holding.
75 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.