Back to TTAN
Xcel Wealth Management, LLC → TTAN
Xcel Wealth Management, LLC TTAN Position History
ServiceTitan, Inc. • Technology
Quarters held
4
Latest value
$433K
Q3 2026
Peak value
$726K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $285K |
| Q1 2026 | $619K |
| Q2 2026 | $726K |
| Q3 2026 | $433K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $433K | 6.6K | — | — |
| Q2 2026 | $726K | 10.3K | — | — |
| Q1 2026 | $619K | 9.8K | — | — |
| Q4 2025 | $285K | 2.7K | — | — |
Other funds holding TTAN
$222.3M
$138.8M
$138.8M
$129.9M
$116M
$103.8M
$93.5M
$93.5M