Kestra Advisory Services
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Kestra Advisory Services’s ServiceTitan Inc TTAN Stock Holding History

Kestra 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
2026
Q1 		– Sell
-1,820
Closed -$194K – 4534
2025
Q4 		$194K Buy
+1,820
New +$178K ﹤0.01% 2912

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Generation Investment Management
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Kestra Advisory Services's TTAN Position: Q1 2026 in Review

Kestra Advisory Services sold out of ServiceTitan Inc (TTAN) in Q1 2026, closing a stake of 1,820 shares — an estimated $194K sold.

Kestra Advisory Services first reported a position in TTAN in Q4 2025 and held it in 1 quarter. The position peaked at $194K in Q4 2025. 343 funds tracked by Wall St. Rank hold TTAN as of Q1 2026.

  • Kestra Advisory Services reported no remaining ServiceTitan Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,820 ServiceTitan Inc shares in Q1 2026, an estimated $194K.
  • Kestra Advisory Services first reported a position in ServiceTitan Inc in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's ServiceTitan Inc position peaked at $194K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.