LVW Advisors
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LVW Advisors’s ServiceTitan Inc TTAN Stock Holding History

LVW Advisors’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 		– Sell
-3,166
Closed -$224K – 517
2026
Q2 		$224K Sell
3,166
-3,224
-50% -$208K 0.02% 417
2026
Q1 		$406K Buy
6,390
+1,298
+25% +$100K 0.04% 249
2025
Q4 		$542K Buy
+5,092
New +$497K 0.06% 181

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Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Haveli Investment Management
Haveli Investment Management Austin, Texas $427M AUM 33.3% 1-Year Est. Return

LVW Advisors's TTAN Position: Q3 2026 in Review

LVW Advisors sold out of ServiceTitan Inc (TTAN) in Q3 2026, closing a stake of 3,166 shares — an estimated $224K sold.

LVW Advisors first reported a position in TTAN in Q4 2025 and held it in 3 quarters. The position peaked at $542K in Q4 2025. 293 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

  • LVW Advisors reported no remaining ServiceTitan Inc position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 3,166 ServiceTitan Inc shares in Q3 2026, an estimated $224K.
  • LVW Advisors first reported a position in ServiceTitan Inc in Q4 2025 and held it in 3 quarters.
  • LVW Advisors's ServiceTitan Inc position peaked at $542K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.