Portside Wealth Group
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Portside Wealth Group’s ServiceNow NOW Stock Holding History

Portside Wealth Group’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 		$2.29M Sell
17,114
-3,590
-17% -$441K 0.25% 88
2026
Q2 		$2.06M Sell
20,704
-5,885
-22% -$583K 0.24% 91
2026
Q1 		$2.78M Buy
26,589
+2,868
+12% +$337K 0.38% 58
2025
Q4 		$3.63M Buy
23,721
+1,176
+5% +$202K 0.49% 48
2025
Q3 		$4.15M Sell
22,545
-2,240
-9% -$418K 0.57% 39
2025
Q2 		$5.1M Buy
24,785
+2,295
+10% +$433K 0.75% 28
2025
Q1 		$3.58M Sell
22,490
-13,570
-38% -$2.62M 0.58% 48
2024
Q4 		$7.65M Sell
36,060
-10,610
-23% -$2.15M 1.26% 14
2024
Q3 		$8.35M Sell
46,670
-255
-0.5% -$41.9K 1.43% 11
2024
Q2 		$7.38M Sell
46,925
-2,525
-5% -$371K 1.41% 10
2024
Q1 		$7.54M Sell
49,450
-18,460
-27% -$2.8M 1.39% 8
2023
Q4 		$9.6M Sell
67,910
-6,535
-9% -$824K 1.79% 7
2023
Q3 		$8.32M Sell
74,445
-45
-0.1% -$5.13K 1.57% 9
2023
Q2 		$8.37M Buy
+74,490
New +$7.45M 1.55% 9

Other funds holding NOW

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Portside Wealth Group's NOW Position: Q3 2026 in Review

Portside Wealth Group reduced its ServiceNow (NOW) stake by 17% in Q3 2026, selling an estimated $441K and leaving 17,114 shares worth $2.29M. The position accounts for 0.25% of the portfolio, ranked #88.

Portside Wealth Group first reported a position in NOW in Q2 2023 and has held it in 14 quarters since. The position peaked at $9.6M in Q4 2023. 509 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Portside Wealth Group held 17,114 shares of ServiceNow worth $2.29M as of Q3 2026.
  • Portside Wealth Group sold 3,590 ServiceNow shares in Q3 2026, an estimated $441K.
  • ServiceNow made up 0.25% of Portside Wealth Group's portfolio in Q3 2026, its #88 holding.
  • Portside Wealth Group first reported a position in ServiceNow in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's ServiceNow position peaked at $9.6M in Q4 2023.
  • 509 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.