Winthrop Advisory Group
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Winthrop Advisory Group’s ServiceNow NOW Stock Holding History

Winthrop Advisory Group’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 		$528K Sell
3,939
-238
-6% -$29.2K 0.03% 118
2026
Q2 		$415K Buy
4,177
+905
+28% +$89.6K 0.03% 140
2026
Q1 		$342K Buy
3,272
+112
+4% +$13.2K 0.03% 133
2025
Q4 		$484K Buy
3,160
+50
+2% +$8.58K 0.04% 107
2025
Q3 		$572K Buy
3,110
+40
+1% +$7.47K 0.05% 97
2025
Q2 		$631K Sell
3,070
-390
-11% -$73.6K 0.06% 87
2025
Q1 		$551K Buy
3,460
+295
+9% +$56.9K 0.07% 86
2024
Q4 		$671K Buy
3,165
+280
+10% +$56.7K 0.08% 78
2024
Q3 		$516K Hold
2,885
– – 0.06% 84
2024
Q2 		$454K Hold
2,885
– – 0.06% 90
2024
Q1 		$440K Sell
2,885
-10
-0.3% -$1.52K 0.06% 90
2023
Q4 		$409K Buy
2,895
+200
+7% +$25.2K 0.06% 88
2023
Q3 		$301K Sell
2,695
-100
-4% -$11.4K 0.05% 95
2023
Q2 		$314K Buy
2,795
+195
+8% +$19.5K 0.05% 98
2023
Q1 		$242K Buy
2,600
+15
+0.6% +$1.31K 0.04% 108
2022
Q4 		$201K Buy
+2,585
New +$202K 0.04% 117
2022
Q3 		– Sell
-2,585
Closed -$246K – 126
2022
Q2 		$246K Buy
2,585
+300
+13% +$28.6K 0.06% 101
2022
Q1 		$254K Hold
2,285
– – 0.05% 113
2021
Q4 		$297K Hold
2,285
– – 0.06% 101
2021
Q3 		$284K Hold
2,285
– – 0.06% 103
2021
Q2 		$251K Buy
2,285
+170
+8% +$17.2K 0.06% 110
2021
Q1 		$212K Buy
2,115
+125
+6% +$13.2K 0.05% 129
2020
Q4 		$219K Buy
+1,990
New +$207K 0.06% 120

Other funds holding NOW

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Winthrop Advisory Group's NOW Position: Q3 2026 in Review

Winthrop Advisory Group reduced its ServiceNow (NOW) stake by 5.7% in Q3 2026, selling an estimated $29.2K and leaving 3,939 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #118.

Winthrop Advisory Group first reported a position in NOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $671K in Q4 2024. 646 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Winthrop Advisory Group held 3,939 shares of ServiceNow worth $528K as of Q3 2026.
  • Winthrop Advisory Group sold 238 ServiceNow shares in Q3 2026, an estimated $29.2K.
  • ServiceNow made up 0.03% of Winthrop Advisory Group's portfolio in Q3 2026, its #118 holding.
  • Winthrop Advisory Group first reported a position in ServiceNow in Q4 2020 and has held it in 23 quarters since.
  • Winthrop Advisory Group's ServiceNow position peaked at $671K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.