Compass Financial Management
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Compass Financial Management’s ServiceNow NOW Stock Holding History

Compass Financial Management’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 		$175K Sell
1,307
-1,743
-57% -$214K 0.02% 483
2026
Q2 		$321K Buy
+3,050
New +$302K 0.04% 346

Other funds holding NOW

BlackRock
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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

Compass Financial Management's NOW Position: Q3 2026 in Review

Compass Financial Management reduced its ServiceNow (NOW) stake by 57% in Q3 2026, selling an estimated $214K and leaving 1,307 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #483.

Compass Financial Management first reported a position in NOW in Q2 2026 and has held it in 2 quarters since. The position peaked at $321K in Q2 2026. 2,038 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Compass Financial Management held 1,307 shares of ServiceNow worth $175K as of Q3 2026.
  • Compass Financial Management sold 1,743 ServiceNow shares in Q3 2026, an estimated $214K.
  • ServiceNow made up 0.02% of Compass Financial Management's portfolio in Q3 2026, its #483 holding.
  • Compass Financial Management first reported a position in ServiceNow in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's ServiceNow position peaked at $321K in Q2 2026.
  • 2,038 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.