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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
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

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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. 560 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.
  • 560 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.