Whalen Wealth Management’s ServiceNow NOW Stock Holding History

Whalen Wealth Management’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	$619K	Buy	+4,621	New	+$568K	0.26%	90
2026 Q2	–	Sell	-3,700	Closed	-$387K	–	213
2026 Q1	$387K	Buy	+3,700	New	+$435K	0.21%	123
2025 Q4	–	Sell	-6,195	Closed	-$1.14M	–	218
2025 Q3	$1.14M	Buy	6,195 +205	+3%	+$38.3K	0.67%	36
2025 Q2	$1.23M	Buy	+5,990	New	+$1.13M	0.77%	29

Other funds holding NOW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Whalen Wealth Management's NOW Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in ServiceNow (NOW) in Q3 2026: 4,621 shares worth $619K. The stake represents 0.26% of the portfolio and ranks #90 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in NOW as recently as Q1 2026.

Whalen Wealth Management first reported a position in NOW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q2 2025. 100 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

Whalen Wealth Management held 4,621 shares of ServiceNow worth $619K as of Q3 2026.
ServiceNow was a new Whalen Wealth Management position in Q3 2026.
ServiceNow made up 0.26% of Whalen Wealth Management's portfolio in Q3 2026, its #90 holding.
Whalen Wealth Management first reported a position in ServiceNow in Q2 2025 and has held it in 4 quarters since.
Whalen Wealth Management's ServiceNow position peaked at $1.23M in Q2 2025.
100 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.