VFA
NOW icon

Valeo Financial Advisors’s ServiceNow NOW Stock Holding History

Valeo 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 		$13.4K Sell
100
-100
-50% -$12.3K ﹤0.01% 852
2026
Q2 		$19.9K Buy
+200
New +$19.8K ﹤0.01% 824
2020
Q3 		– Sell
-500
Closed -$41K – 1960
2020
Q2 		$41K Buy
+500
New +$35.3K ﹤0.01% 800

Other funds holding NOW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Valeo Financial Advisors increased its ServiceNow (NOW) stake by 12% in Q3 2026, buying an estimated $195K and bringing the position to 15,286 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #182.

Valeo Financial Advisors first reported a position in NOW in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.71M in Q4 2020. 195 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Valeo Financial Advisors held 15,286 shares of ServiceNow worth $2.05M as of Q3 2026.
  • Valeo Financial Advisors bought 1,583 ServiceNow shares in Q3 2026, an estimated $195K.
  • ServiceNow made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #182 holding.
  • Valeo Financial Advisors first reported a position in ServiceNow in Q4 2017 and has held it in 33 quarters since.
  • Valeo Financial Advisors's ServiceNow position peaked at $2.71M in Q4 2020.
  • 195 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.