Carnegie Lake Advisors
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Carnegie Lake Advisors’s ServiceNow NOW Stock Holding History

Carnegie Lake Advisors’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 		– Sell
-5,670
Closed -$563K – 178
2026
Q2 		$563K Hold
5,670
– – 0.21% 95
2026
Q1 		$593K Buy
5,670
+850
+18% +$100K 0.24% 100
2025
Q4 		$738K Hold
4,820
– – 0.28% 86
2025
Q3 		$887K Hold
4,820
– – 0.34% 80
2025
Q2 		$991K Buy
+4,820
New +$909K 0.39% 73

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Carnegie Lake Advisors's NOW Position: Q3 2026 in Review

Carnegie Lake Advisors sold out of ServiceNow (NOW) in Q3 2026, closing a stake of 5,670 shares — an estimated $563K sold.

Carnegie Lake Advisors first reported a position in NOW in Q2 2025 and held it in 5 quarters. The position peaked at $991K in Q2 2025. 2,038 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Carnegie Lake Advisors reported no remaining ServiceNow position as of Q3 2026 after selling out during the quarter.
  • Carnegie Lake Advisors sold 5,670 ServiceNow shares in Q3 2026, an estimated $563K.
  • Carnegie Lake Advisors first reported a position in ServiceNow in Q2 2025 and held it in 5 quarters.
  • Carnegie Lake Advisors's ServiceNow position peaked at $991K in Q2 2025.
  • 2,038 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Carnegie Lake Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.