Optivise Advisory Services
NOW icon

Optivise Advisory Services’s ServiceNow NOW Stock Holding History

Optivise Advisory Services’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 		$358K Sell
2,668
-35
-1% -$4.3K 0.18% 137
2026
Q2 		$268K Buy
+2,703
New +$268K 0.14% 173

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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

Optivise Advisory Services's NOW Position: Q3 2026 in Review

Optivise Advisory Services reduced its ServiceNow (NOW) stake by 1.3% in Q3 2026, selling an estimated $4.3K and leaving 2,668 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #137.

Optivise Advisory Services first reported a position in NOW in Q2 2026 and has held it in 2 quarters since. 842 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Optivise Advisory Services held 2,668 shares of ServiceNow worth $358K as of Q3 2026.
  • Optivise Advisory Services sold 35 ServiceNow shares in Q3 2026, an estimated $4.3K.
  • ServiceNow made up 0.18% of Optivise Advisory Services's portfolio in Q3 2026, its #137 holding.
  • Optivise Advisory Services first reported a position in ServiceNow in Q2 2026 and has held it in 2 quarters since.
  • 842 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.