Advisor OS’s ServiceTitan Inc TTAN Stock Holding History

Advisor OS’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 Q1	–	Sell	-2,046	Closed	-$218K	–	642
2025 Q4	$218K	Buy	+2,046	New	+$200K	0.02%	453

Other funds holding TTAN

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Advisor OS's TTAN Position: Q1 2026 in Review

Advisor OS sold out of ServiceTitan Inc (TTAN) in Q1 2026, closing a stake of 2,046 shares — an estimated $218K sold.

Advisor OS first reported a position in TTAN in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 343 funds tracked by Wall St. Rank hold TTAN as of Q1 2026.

Advisor OS reported no remaining ServiceTitan Inc position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 2,046 ServiceTitan Inc shares in Q1 2026, an estimated $218K.
Advisor OS first reported a position in ServiceTitan Inc in Q4 2025 and held it in 1 quarter.
Advisor OS's ServiceTitan Inc position peaked at $218K in Q4 2025.
343 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.