Teamwork Financial Advisors
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Teamwork Financial Advisors’s ServiceNow NOW Stock Holding History

Teamwork Financial 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 		$13M Sell
97,021
-57,628
-37% -$7.08M 1.43% 24
2026
Q2 		$15.4M Buy
154,649
+123,035
+389% +$12.2M 1.39% 22
2026
Q1 		$3.31M Buy
31,614
+29,696
+1,548% +$3.49M 0.35% 71
2025
Q4 		$294K Sell
1,918
-367
-16% -$63K 0.03% 174
2025
Q3 		$421K Sell
2,285
-570
-20% -$106K 0.04% 150
2025
Q2 		$587K Sell
2,855
-330
-10% -$62.3K 0.07% 120
2025
Q1 		$507K Sell
3,185
-5,085
-61% -$980K 0.07% 115
2024
Q4 		$1.75M Sell
8,270
-2,600
-24% -$527K 0.23% 67
2024
Q3 		$1.94M Sell
10,870
-74,880
-87% -$12.3M 0.27% 54
2024
Q2 		$13.5M Buy
85,750
+28,145
+49% +$4.13M 2% 17
2024
Q1 		$8.78M Buy
57,605
+52,525
+1,034% +$7.96M 1.35% 30
2023
Q4 		$718K Sell
5,080
-43,020
-89% -$5.42M 0.12% 80
2023
Q3 		$5.38M Buy
48,100
+27,500
+133% +$3.14M 0.88% 30
2023
Q2 		$2.32M Buy
+20,600
New +$2.06M 0.38% 46
2022
Q2 		– Sell
-6,410
Closed -$714K – 238
2022
Q1 		$714K Sell
6,410
-3,400
-35% -$381K 0.13% 135
2021
Q4 		$1.27M Sell
9,810
-730
-7% -$95.8K 0.23% 90
2021
Q3 		$1.31M Sell
10,540
-425
-4% -$51.5K 0.26% 80
2021
Q2 		$1.2M Sell
10,965
-8,940
-45% -$906K 0.25% 79
2021
Q1 		$1.99M Sell
19,905
-605
-3% -$63.9K 0.47% 39
2020
Q4 		$2.26M Buy
20,510
+1,040
+5% +$108K 0.54% 31
2020
Q3 		$1.89M Sell
19,470
-9,985
-34% -$892K 0.59% 28
2020
Q2 		$2.39M Buy
29,455
+25,630
+670% +$1.81M 0.85% 22
2020
Q1 		$219K Buy
+3,825
New +$239K 0.14% 102

Other funds holding NOW

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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Teamwork Financial Advisors's NOW Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its ServiceNow (NOW) stake by 37% in Q3 2026, selling an estimated $7.08M and leaving 97,021 shares worth $13M. The position accounts for 1.43% of the portfolio, ranked #24.

Teamwork Financial Advisors first reported a position in NOW in Q1 2020 and has held it in 23 quarters since. The position peaked at $15.4M in Q2 2026. 646 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Teamwork Financial Advisors held 97,021 shares of ServiceNow worth $13M as of Q3 2026.
  • Teamwork Financial Advisors sold 57,628 ServiceNow shares in Q3 2026, an estimated $7.08M.
  • ServiceNow made up 1.43% of Teamwork Financial Advisors's portfolio in Q3 2026, its #24 holding.
  • Teamwork Financial Advisors first reported a position in ServiceNow in Q1 2020 and has held it in 23 quarters since.
  • Teamwork Financial Advisors's ServiceNow position peaked at $15.4M in Q2 2026.
  • 646 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.