AWE
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Avidian Wealth Enterprises’s ServiceNow NOW Stock Holding History

Avidian Wealth Enterprises’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Buy
8,520
+820
+11% +$101K 0.03% 306
2026
Q2 		$764K Sell
7,700
-1,636
-18% -$162K 0.02% 381
2026
Q1 		$976K Buy
9,336
+7,301
+359% +$859K 0.03% 293
2025
Q4 		$312K Sell
2,035
-230
-10% -$39.5K 0.01% 470
2025
Q3 		$417K Buy
2,265
+55
+2% +$10.3K 0.02% 407
2025
Q2 		$454K Sell
2,210
-405
-15% -$76.4K 0.02% 357
2025
Q1 		$416K Buy
2,615
+130
+5% +$25.1K 0.02% 349
2024
Q4 		$527K Buy
2,485
+45
+2% +$9.12K 0.02% 285
2024
Q3 		$436K Buy
2,440
+690
+39% +$113K 0.02% 320
2024
Q2 		$275K Buy
+1,750
New +$257K 0.01% 409
2023
Q2 		– Sell
-3,245
Closed -$302K – 465
2023
Q1 		$302K Buy
3,245
+60
+2% +$5.23K 0.02% 380
2022
Q4 		$247K Buy
+3,185
New +$249K 0.02% 395
2022
Q2 		– Sell
-5,535
Closed -$616K – 485
2022
Q1 		$616K Sell
5,535
-150
-3% -$16.8K 0.04% 265
2021
Q4 		$738K Buy
5,685
+3,845
+209% +$505K 0.05% 235
2021
Q3 		$229K Sell
1,840
-225
-11% -$27.2K 0.02% 340
2021
Q2 		$227K Buy
+2,065
New +$209K 0.02% 349

Other funds holding NOW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Avidian Wealth Enterprises's NOW Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its ServiceNow (NOW) stake by 11% in Q3 2026, buying an estimated $101K and bringing the position to 8,520 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #306.

Avidian Wealth Enterprises first reported a position in NOW in Q2 2021 and has held it in 16 quarters since. 100 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Avidian Wealth Enterprises held 8,520 shares of ServiceNow worth $1.14M as of Q3 2026.
  • Avidian Wealth Enterprises bought 820 ServiceNow shares in Q3 2026, an estimated $101K.
  • ServiceNow made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #306 holding.
  • Avidian Wealth Enterprises first reported a position in ServiceNow in Q2 2021 and has held it in 16 quarters since.
  • 100 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.