Carson Wealth (CWM LLC)
TTAN icon

Carson Wealth (CWM LLC)’s ServiceTitan Inc TTAN Stock Holding History

Carson Wealth (CWM LLC)’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 		$180K Buy
2,829
+2,671
+1,691% +$206K ﹤0.01% 2819
2025
Q4 		$17K Buy
158
+136
+618% +$13.3K ﹤0.01% 4281
2025
Q3 		$2K Sell
22
-15
-41% -$1.65K ﹤0.01% 5064
2025
Q2 		$4K Buy
+37
New +$4.13K ﹤0.01% 4733

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DMC
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Kayne Anderson Rudnick Investment Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Generation Investment Management
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TTAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ServiceTitan Inc (TTAN) stake by 1,691% in Q1 2026, buying an estimated $206K and bringing the position to 2,829 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Carson Wealth (CWM LLC) first reported a position in TTAN in Q2 2025 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold TTAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,829 shares of ServiceTitan Inc worth $180K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,671 ServiceTitan Inc shares in Q1 2026, an estimated $206K.
  • ServiceTitan Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2819 holding.
  • Carson Wealth (CWM LLC) first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.