Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s ServiceNow NOW Stock Holding History

Dynamic Wealth Strategies’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 		$299K Sell
2,230
-896
-29% -$110K 0.16% 61
2026
Q2 		$310K Buy
3,126
+700
+29% +$69.3K 0.17% 63
2026
Q1 		$254K Sell
2,426
-989
-29% -$116K 0.15% 70
2025
Q4 		$523K Buy
3,415
+840
+33% +$144K 0.31% 38
2025
Q3 		$474K Buy
2,575
+485
+23% +$90.6K 0.32% 41
2025
Q2 		$430K Sell
2,090
-110
-5% -$20.8K 0.31% 38
2025
Q1 		$350K Buy
2,200
+55
+3% +$10.6K 0.29% 41
2024
Q4 		$455K Buy
2,145
+25
+1% +$5.06K 0.4% 35
2024
Q3 		$379K Sell
2,120
-30
-1% -$4.93K 0.31% 36
2024
Q2 		$338K Buy
2,150
+5
+0.2% +$734 0.29% 38
2024
Q1 		$327K Buy
2,145
+75
+4% +$11.4K 0.28% 41
2023
Q4 		$292K Buy
+2,070
New +$261K 0.27% 43

Other funds holding NOW

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Dynamic Wealth Strategies's NOW Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its ServiceNow (NOW) stake by 29% in Q3 2026, selling an estimated $110K and leaving 2,230 shares worth $299K. The position accounts for 0.16% of the portfolio, ranked #61.

Dynamic Wealth Strategies first reported a position in NOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $523K in Q4 2025. 646 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Dynamic Wealth Strategies held 2,230 shares of ServiceNow worth $299K as of Q3 2026.
  • Dynamic Wealth Strategies sold 896 ServiceNow shares in Q3 2026, an estimated $110K.
  • ServiceNow made up 0.16% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #61 holding.
  • Dynamic Wealth Strategies first reported a position in ServiceNow in Q4 2023 and has held it in 12 quarters since.
  • Dynamic Wealth Strategies's ServiceNow position peaked at $523K in Q4 2025.
  • 646 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.