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Wellspring Financial Advisors’s ServiceNow NOW Stock Holding History

Wellspring 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 		$340K Sell
3,416
-3,493
-51% -$346K 0.02% 206
2026
Q1 		$722K Buy
6,909
+4,644
+205% +$546K 0.05% 126
2025
Q4 		$347K Buy
+2,265
New +$389K 0.03% 182

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wellspring Financial Advisors's NOW Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its ServiceNow (NOW) stake by 51% in Q2 2026, selling an estimated $346K and leaving 3,416 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #206.

Wellspring Financial Advisors first reported a position in NOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $722K in Q1 2026. 624 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Wellspring Financial Advisors held 3,416 shares of ServiceNow worth $340K as of Q2 2026.
  • Wellspring Financial Advisors sold 3,493 ServiceNow shares in Q2 2026, an estimated $346K.
  • ServiceNow made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #206 holding.
  • Wellspring Financial Advisors first reported a position in ServiceNow in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's ServiceNow position peaked at $722K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.