Aventura Private Wealth’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$356K Sell
3,583
-685
-16% -$67.8K 0.11% 124
2026
Q1
$446K Sell
4,268
-22
-0.5% -$2.59K 0.16% 103
2025
Q4
$657K Buy
4,290
+145
+3% +$24.9K 0.24% 76
2025
Q3
$763K Buy
4,145
+430
+12% +$80.3K 0.28% 64
2025
Q2
$764K Sell
3,715
-30
-0.8% -$5.66K 0.33% 60
2025
Q1
$596K Buy
3,745
+10
+0.3% +$1.93K 0.31% 70
2024
Q4
$792K Buy
+3,735
New +$757K 0.43% 52

Other funds holding NOW

Aventura Private Wealth's NOW Position: Q2 2026 in Review

Aventura Private Wealth reduced its ServiceNow (NOW) stake by 16% in Q2 2026, selling an estimated $67.8K and leaving 3,583 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #124.

Aventura Private Wealth first reported a position in NOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q4 2024. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Aventura Private Wealth held 3,583 shares of ServiceNow worth $356K as of Q2 2026.
  • Aventura Private Wealth sold 685 ServiceNow shares in Q2 2026, an estimated $67.8K.
  • ServiceNow made up 0.11% of Aventura Private Wealth's portfolio in Q2 2026, its #124 holding.
  • Aventura Private Wealth first reported a position in ServiceNow in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's ServiceNow position peaked at $792K in Q4 2024.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.