WANY
TTAN

Wealthspire Advisors (New York)’s ServiceTitan Inc TTAN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-217
Closed -$21.9K – 3031
2025
Q3 		$21.9K Buy
+217
New +$23.8K ﹤0.01% 1633

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Kayne Anderson Rudnick Investment Management
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BMC
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JP Morgan Chase
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s TTAN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ServiceTitan Inc (TTAN) in Q4 2025, closing a stake of 217 shares — an estimated $21.9K sold.

Wealthspire Advisors (New York) first reported a position in TTAN in Q3 2025 and held it in 1 quarter. The position peaked at $21.9K in Q3 2025. 339 funds tracked by Wall St. Rank hold TTAN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ServiceTitan Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 217 ServiceTitan Inc shares in Q4 2025, an estimated $21.9K.
  • Wealthspire Advisors (New York) first reported a position in ServiceTitan Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ServiceTitan Inc position peaked at $21.9K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.