MWM
TTAN

Mission Wealth Management’s ServiceTitan Inc TTAN Stock Holding History

Mission Wealth Management’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
-2,139
Closed -$229K – 743
2025
Q2 		$229K Buy
+2,139
New +$239K ﹤0.01% 633

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BMC
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JP Morgan Chase
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Kayne Anderson Rudnick Investment Management
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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

Mission Wealth Management's TTAN Position: Q3 2025 in Review

Mission Wealth Management sold out of ServiceTitan Inc (TTAN) in Q3 2025, closing a stake of 2,139 shares — an estimated $229K sold.

Mission Wealth Management first reported a position in TTAN in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 290 funds tracked by Wall St. Rank hold TTAN as of Q3 2025.

  • Mission Wealth Management reported no remaining ServiceTitan Inc position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 2,139 ServiceTitan Inc shares in Q3 2025, an estimated $229K.
  • Mission Wealth Management first reported a position in ServiceTitan Inc in Q2 2025 and held it in 1 quarter.
  • Mission Wealth Management's ServiceTitan Inc position peaked at $229K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.