IWC
TTAN

Integrated Wealth Concepts’s ServiceTitan Inc TTAN Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-1,871
Closed -$201K – 2119
2025
Q2 		$201K Buy
+1,871
New +$209K ﹤0.01% 1773

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's TTAN Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of ServiceTitan Inc (TTAN) in Q3 2025, closing a stake of 1,871 shares — an estimated $201K sold.

Integrated Wealth Concepts first reported a position in TTAN in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 290 funds tracked by Wall St. Rank hold TTAN as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining ServiceTitan Inc position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,871 ServiceTitan Inc shares in Q3 2025, an estimated $201K.
  • Integrated Wealth Concepts first reported a position in ServiceTitan Inc in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's ServiceTitan Inc position peaked at $201K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.