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GoalVest Advisory’s ServiceNow NOW Stock Holding History

GoalVest Advisory’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 		$38.9K Hold
290
– – 0.01% 252
2026
Q2 		$28.8K Hold
290
– – 0.01% 271
2026
Q1 		$30.3K Sell
290
-125
-30% -$14.7K 0.01% 279
2025
Q4 		$63.6K Buy
415
+125
+43% +$21.4K 0.01% 216
2025
Q3 		$53.4K Hold
290
– – 0.01% 215
2025
Q2 		$59.6K Sell
290
-100
-26% -$18.9K 0.01% 195
2025
Q1 		$62.1K Buy
390
+100
+34% +$19.3K 0.02% 174
2024
Q4 		$61.5K Hold
290
– – 0.02% 175
2024
Q3 		$51.9K Hold
290
– – 0.01% 188
2024
Q2 		$45.6K Sell
290
-10
-3% -$1.47K 0.01% 180
2024
Q1 		$45.7K Buy
300
+10
+3% +$1.51K 0.02% 198
2023
Q4 		$41K Sell
290
-5
-2% -$630 0.02% 154
2023
Q3 		$33K Sell
295
-80
-21% -$9.13K 0.02% 174
2023
Q2 		$42.1K Hold
375
– – 0.02% 150
2023
Q1 		$34.9K Sell
375
-10
-3% -$871 0.02% 129
2022
Q4 		$29.9K Hold
385
– – 0.02% 138
2022
Q3 		$29K Hold
385
– – 0.02% 136
2022
Q2 		$38K Hold
385
– – 0.02% 180
2022
Q1 		$43K Buy
+385
New +$43.1K 0.02% 161
2021
Q2 		$41K Hold
375
– – 0.03% 153
2021
Q1 		$38K Hold
375
– – 0.03% 131
2020
Q4 		$41K Buy
+375
New +$39K 0.03% 126

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

GoalVest Advisory's NOW Position: Q3 2026 in Review

GoalVest Advisory held its ServiceNow (NOW) position steady in Q3 2026 at 290 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #252.

GoalVest Advisory first reported a position in NOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $63.6K in Q4 2025. 100 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • GoalVest Advisory held 290 shares of ServiceNow worth $38.9K as of Q3 2026.
  • GoalVest Advisory left its ServiceNow share count unchanged in Q3 2026.
  • ServiceNow made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #252 holding.
  • GoalVest Advisory first reported a position in ServiceNow in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's ServiceNow position peaked at $63.6K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.