Kellett Wealth Advisors
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Kellett Wealth Advisors’s ServiceNow NOW Stock Holding History

Kellett Wealth 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 		$285K Buy
2,129
+110
+5% +$13.5K 0.1% 86
2026
Q2 		$200K Buy
+2,019
New +$200K 0.09% 96

Other funds holding NOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Kellett Wealth Advisors's NOW Position: Q3 2026 in Review

Kellett Wealth Advisors increased its ServiceNow (NOW) stake by 5.4% in Q3 2026, buying an estimated $13.5K and bringing the position to 2,129 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #86.

Kellett Wealth Advisors first reported a position in NOW in Q2 2026 and has held it in 2 quarters since. 1,322 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Kellett Wealth Advisors held 2,129 shares of ServiceNow worth $285K as of Q3 2026.
  • Kellett Wealth Advisors bought 110 ServiceNow shares in Q3 2026, an estimated $13.5K.
  • ServiceNow made up 0.1% of Kellett Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • Kellett Wealth Advisors first reported a position in ServiceNow in Q2 2026 and has held it in 2 quarters since.
  • 1,322 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.