Pension & Wealth Management Advisors »

ServiceTitan shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in ServiceTitan

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ServiceTitan by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $153k 2.2k 70.71
2026-03-31 $135k 2.1k 63.46

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding ServiceTitan

ICONIQ Capital
Deer Management
Kayne Anderson Rudnick Investment Management
Battery Management Corp.
FMR
Vanguard Capital Management
Vanguard Portfolio Management
Millennium Management
BlackRock
Generation Investment Management
Citadel Advisors
Susquehanna International
Greenoaks Capital Partners
Scge Management
Bamco

View all funds holding ServiceTitan