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ServiceTitan shares owned by Circle Wealth Management

Quarter-by-quarter ownership of ServiceTitan (TTAN) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in ServiceTitan

Tip: Access up to 7 years of quarterly data

All positions including ServiceTitan held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ServiceTitan by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $879k 8.7k 100.83
2025-06-30 $432k 4.0k 107.18

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

Top funds holding ServiceTitan

ICONIQ Capital
Deer Management
Vanguard Group
Battery Management Corp.
Jpmorgan Chase & Co
Kayne Anderson Rudnick Investment Management
Generation Investment Management
BlackRock
Franklin Resources
Invesco
Greenoaks Capital Partners
Scge Management
Artisan Partners Limited Partnership
Thoma Bravo
Dragoneer Investment

View all funds holding ServiceTitan