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Elevation Wealth Partners’s ServiceTitan Inc TTAN Stock Holding History

Elevation Wealth Partners’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
Q3 		$93.6K Buy
1,422
+559
+65% +$43.7K 0.03% 209
2026
Q2 		$61K Buy
863
+144
+20% +$9.27K 0.02% 259
2026
Q1 		$45.6K Buy
719
+385
+115% +$29.7K 0.02% 256
2025
Q4 		$35.6K Buy
+334
New +$32.6K 0.01% 282

Other funds holding TTAN

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's TTAN Position: Q3 2026 in Review

Elevation Wealth Partners increased its ServiceTitan Inc (TTAN) stake by 65% in Q3 2026, buying an estimated $43.7K and bringing the position to 1,422 shares worth $93.6K. The position accounts for 0.03% of the portfolio, ranked #209.

Elevation Wealth Partners first reported a position in TTAN in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

  • Elevation Wealth Partners held 1,422 shares of ServiceTitan Inc worth $93.6K as of Q3 2026.
  • Elevation Wealth Partners bought 559 ServiceTitan Inc shares in Q3 2026, an estimated $43.7K.
  • ServiceTitan Inc made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #209 holding.
  • Elevation Wealth Partners first reported a position in ServiceTitan Inc in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.