Valeo Financial Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.36M | Sell |
13,703
-963
| -7% | -$95.3K | 0.03% | 254 |
|
|
2026
Q1 | $1.53M | Sell |
14,666
-587
| -4% | -$69.1K | 0.04% | 197 |
|
|
2025
Q4 | $2.34M | Buy |
15,253
+2,113
| +16% | +$362K | 0.05% | 159 |
|
|
2025
Q3 | $2.42M | Buy |
13,140
+555
| +4% | +$104K | 0.06% | 146 |
|
|
2025
Q2 | $2.59M | Buy |
12,585
+1,275
| +11% | +$241K | 0.06% | 143 |
|
|
2025
Q1 | $1.8M | Buy |
11,310
+960
| +9% | +$185K | 0.05% | 174 |
|
|
2024
Q4 | $2.19M | Buy |
10,350
+325
| +3% | +$65.8K | 0.06% | 143 |
|
|
2024
Q3 | $1.79M | Sell |
10,025
-240
| -2% | -$39.5K | 0.05% | 169 |
|
|
2024
Q2 | $1.62M | Buy |
10,265
+180
| +2% | +$26.4K | 0.05% | 170 |
|
|
2024
Q1 | $1.51M | Buy |
10,085
+735
| +8% | +$111K | 0.05% | 178 |
|
|
2023
Q4 | $1.32M | Buy |
9,350
+450
| +5% | +$56.7K | 0.05% | 186 |
|
|
2023
Q3 | $995K | Buy |
8,900
+3,445
| +63% | +$393K | 0.05% | 208 |
|
|
2023
Q2 | $613K | Sell |
5,455
-930
| -15% | -$93K | 0.03% | 281 |
|
|
2023
Q1 | $593K | Buy |
6,385
+2,280
| +56% | +$199K | 0.03% | 298 |
|
|
2022
Q4 | $319K | Buy |
+4,105
| New | +$321K | 0.02% | 374 |
|
|
2022
Q2 | – | Sell |
-2,675
| Closed | -$298K | – | 606 |
|
|
2022
Q1 | $298K | Buy |
2,675
+895
| +50% | +$100K | 0.02% | 448 |
|
|
2021
Q4 | $231K | Sell |
1,780
-355
| -17% | -$46.6K | 0.01% | 483 |
|
|
2021
Q3 | $266K | Buy |
+2,135
| New | +$259K | 0.02% | 427 |
|
|
2021
Q2 | – | Sell |
-24,910
| Closed | -$2.49M | – | 1356 |
|
|
2021
Q1 | $2.49M | Buy |
24,910
+295
| +1% | +$31.1K | 0.12% | 101 |
|
|
2020
Q4 | $2.71M | Buy |
24,615
+23,985
| +3,807% | +$2.49M | 0.14% | 83 |
|
|
2020
Q3 | $61K | Buy |
630
+45
| +8% | +$4.02K | 0.01% | 600 |
|
|
2020
Q2 | $47K | Buy |
585
+85
| +17% | +$6K | ﹤0.01% | 753 |
|
|
2020
Q1 | $28K | Sell |
500
-2,060
| -80% | -$129K | ﹤0.01% | 785 |
|
|
2019
Q4 | $145K | Sell |
2,560
-1,250
| -33% | -$65.9K | 0.01% | 387 |
|
|
2019
Q3 | $193K | Buy |
3,810
+60
| +2% | +$3.26K | 0.02% | 306 |
|
|
2019
Q2 | $206K | Sell |
3,750
-705
| -16% | -$37.1K | 0.02% | 284 |
|
|
2019
Q1 | $220K | Hold |
4,455
| – | – | 0.03% | 261 |
|
|
2018
Q4 | $159K | Sell |
4,455
-200
| -4% | -$7.1K | 0.02% | 291 |
|
|
2018
Q3 | $169K | Buy |
4,655
+2,200
| +90% | +$83.2K | 0.02% | 300 |
|
|
2018
Q2 | $91K | Buy |
2,455
+1,965
| +401% | +$68.1K | 0.01% | 415 |
|
|
2018
Q1 | $16K | Hold |
490
| – | – | ﹤0.01% | 792 |
|
|
2017
Q4 | $13K | Buy |
+490
| New | +$12.2K | ﹤0.01% | 772 |
|
Other funds holding NOW
Valeo Financial Advisors's NOW Position: Q2 2026 in Review
Valeo Financial Advisors reduced its ServiceNow (NOW) stake by 6.6% in Q2 2026, selling an estimated $95.3K and leaving 13,703 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #254.
Valeo Financial Advisors first reported a position in NOW in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.71M in Q4 2020. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.
- Valeo Financial Advisors held 13,703 shares of ServiceNow worth $1.36M as of Q2 2026.
- Valeo Financial Advisors sold 963 ServiceNow shares in Q2 2026, an estimated $95.3K.
- ServiceNow made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #254 holding.
- Valeo Financial Advisors first reported a position in ServiceNow in Q4 2017 and has held it in 32 quarters since.
- Valeo Financial Advisors's ServiceNow position peaked at $2.71M in Q4 2020.
- 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.