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Regent Peak Wealth Advisors’s ServiceNow NOW Stock Holding History

Regent Peak 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
Q2 		– Sell
-2,067
Closed -$216K – 229
2026
Q1 		$216K Sell
2,067
-13
-0.6% -$1.53K 0.04% 190
2025
Q4 		$319K Buy
2,080
+20
+1% +$3.43K 0.06% 131
2025
Q3 		$379K Buy
+2,060
New +$385K 0.08% 110
2025
Q1 		$309K Sell
1,940
-20
-1% -$3.85K 0.07% 116
2024
Q4 		$416K Buy
1,960
+75
+4% +$15.2K 0.09% 96
2024
Q3 		$337K Buy
1,885
+70
+4% +$11.5K 0.08% 113
2024
Q2 		$286K Sell
1,815
-185
-9% -$27.1K 0.07% 127
2024
Q1 		$305K Buy
2,000
+75
+4% +$11.4K 0.08% 119
2023
Q4 		$272K Buy
+1,925
New +$243K 0.07% 120
2021
Q1 		– Sell
-1,055
Closed -$116K – 688
2020
Q4 		$116K Buy
+1,055
New +$110K 0.04% 194

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Regent Peak Wealth Advisors's NOW Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 2,067 shares — an estimated $216K sold.

Regent Peak Wealth Advisors first reported a position in NOW in Q4 2020 and held it in 10 quarters. The position peaked at $416K in Q4 2024. 376 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,067 ServiceNow shares in Q2 2026, an estimated $216K.
  • Regent Peak Wealth Advisors first reported a position in ServiceNow in Q4 2020 and held it in 10 quarters.
  • Regent Peak Wealth Advisors's ServiceNow position peaked at $416K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.