AAS
TTAN

Avantax Advisory Services’s ServiceTitan Inc TTAN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$268K Sell
2,502
-8,190
-77% -$915K ﹤0.01% 2002
2025
Q1 		$1.02M Buy
10,692
+8,481
+384% +$823K 0.01% 1086
2024
Q4 		$227K Buy
+2,211
New +$231K ﹤0.01% 1975

Other funds holding TTAN

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
IVGAI
Index Venture Growth Associates IV St. Helier, Jersey $163M AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's TTAN Position: Q2 2025 in Review

Avantax Advisory Services reduced its ServiceTitan Inc (TTAN) stake by 77% in Q2 2025, selling an estimated $915K and leaving 2,502 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Avantax Advisory Services first reported a position in TTAN in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2025. 267 funds tracked by Wall St. Rank hold TTAN as of Q2 2025.

  • Avantax Advisory Services held 2,502 shares of ServiceTitan Inc worth $268K as of Q2 2025.
  • Avantax Advisory Services sold 8,190 ServiceTitan Inc shares in Q2 2025, an estimated $915K.
  • ServiceTitan Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2002 holding.
  • Avantax Advisory Services first reported a position in ServiceTitan Inc in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's ServiceTitan Inc position peaked at $1.02M in Q1 2025.
  • 267 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.