HFO
TTAN

Heritage Family Offices’s ServiceTitan Inc TTAN Stock Holding History

Heritage Family Offices’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
-3,240
Closed -$345K – 244
2025
Q4 		$345K Buy
+3,240
New +$316K 0.16% 125

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BMC
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VCM
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VPM
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Millennium Management
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BlackRock
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GIM
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Heritage Family Offices's TTAN Position: Q1 2026 in Review

Heritage Family Offices sold out of ServiceTitan Inc (TTAN) in Q1 2026, closing a stake of 3,240 shares — an estimated $345K sold.

Heritage Family Offices first reported a position in TTAN in Q4 2025 and held it in 1 quarter. The position peaked at $345K in Q4 2025. 341 funds tracked by Wall St. Rank hold TTAN as of Q1 2026.

  • Heritage Family Offices reported no remaining ServiceTitan Inc position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 3,240 ServiceTitan Inc shares in Q1 2026, an estimated $345K.
  • Heritage Family Offices first reported a position in ServiceTitan Inc in Q4 2025 and held it in 1 quarter.
  • Heritage Family Offices's ServiceTitan Inc position peaked at $345K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.