WoodTrust Financial’s ServiceNow NOW Stock Holding History

WoodTrust Financial’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	$8.74M	Buy	65,236 +722	+1%	+$88.7K	1.06%	24
2026 Q2	$6.4M	Buy	64,514 +8,981	+16%	+$889K	0.76%	34
2026 Q1	$5.81M	Buy	55,533 +52,483	+1,721%	+$6.17M	0.75%	39
2025 Q4	$467K	Buy	3,050 +1,200	+65%	+$206K	0.05%	125
2025 Q3	$341K	Hold	1,850	–	–	0.04%	140
2025 Q2	$380K	Hold	1,850	–	–	0.05%	115
2025 Q1	$295K	Buy	+1,850	New	+$357K	0.04%	138
2022 Q3	–	Sell	-4,000	Closed	-$380K	–	149
2022 Q2	$380K	Buy	+4,000	New	+$381K	0.09%	111

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

WoodTrust Financial's NOW Position: Q3 2026 in Review

WoodTrust Financial increased its ServiceNow (NOW) stake by 1.1% in Q3 2026, buying an estimated $88.7K and bringing the position to 65,236 shares worth $8.74M. The position accounts for 1.06% of the portfolio, ranked #24.

WoodTrust Financial first reported a position in NOW in Q2 2022 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

WoodTrust Financial held 65,236 shares of ServiceNow worth $8.74M as of Q3 2026.
WoodTrust Financial bought 722 ServiceNow shares in Q3 2026, an estimated $88.7K.
ServiceNow made up 1.06% of WoodTrust Financial's portfolio in Q3 2026, its #24 holding.
WoodTrust Financial first reported a position in ServiceNow in Q2 2022 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.