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SOA Wealth Advisors’s ServiceNow NOW Stock Holding History

SOA 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 		$110K Sell
1,106
-11,309
-91% -$1.12M 0.02% 274
2026
Q1 		$12.4K Hold
12,415
– – ﹤0.01% 556
2025
Q4 		$12.4K Sell
12,415
-49,660
-80% -$8.52M ﹤0.01% 569
2025
Q3 		$12.4K Hold
62,075
– – ﹤0.01% 583
2025
Q2 		$12.4K Sell
62,075
-4,050
-6% -$764K ﹤0.01% 572
2025
Q1 		$26.7K Buy
66,125
+66,040
+77,694% +$12.7M 0.01% 421
2024
Q4 		$18K Hold
85
– – ﹤0.01% 466
2024
Q3 		$15.2K Hold
85
– – ﹤0.01% 489
2024
Q2 		$13.4K Buy
85
+75
+750% +$11K ﹤0.01% 493
2024
Q1 		$1.52K Buy
10
+5
+100% +$758 ﹤0.01% 736
2023
Q4 		$706 Hold
5
– – ﹤0.01% 779
2023
Q3 		$559 Hold
5
– – ﹤0.01% 815
2023
Q2 		$562 Hold
5
– – ﹤0.01% 822
2023
Q1 		$465 Sell
5
-500
-99% -$43.5K ﹤0.01% 849
2022
Q4 		$39.2K Buy
505
+500
+10,000% +$39.1K 0.01% 307
2022
Q3 		$0 Hold
5
– – ﹤0.01% 932
2022
Q2 		$0 Sell
5
-40
-89% -$3.81K ﹤0.01% 956
2022
Q1 		$5K Hold
45
– – ﹤0.01% 691
2021
Q4 		$5K Hold
45
– – ﹤0.01% 665
2021
Q3 		$5K Hold
45
– – ﹤0.01% 689
2021
Q2 		$4K Buy
+45
New +$4.56K ﹤0.01% 699

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

SOA Wealth Advisors's NOW Position: Q2 2026 in Review

SOA Wealth Advisors reduced its ServiceNow (NOW) stake by 91% in Q2 2026, selling an estimated $1.12M and leaving 1,106 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #274.

SOA Wealth Advisors first reported a position in NOW in Q2 2021 and has held it in 21 quarters since. 400 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • SOA Wealth Advisors held 1,106 shares of ServiceNow worth $110K as of Q2 2026.
  • SOA Wealth Advisors sold 11,309 ServiceNow shares in Q2 2026, an estimated $1.12M.
  • ServiceNow made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • SOA Wealth Advisors first reported a position in ServiceNow in Q2 2021 and has held it in 21 quarters since.
  • 400 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.