WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NOW — ServiceNow, Inc.
CIK 1632972
PLYMOUTH, MN
Position in NOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$49,820,193
+$7,165,257 QoQ
Shares Held
501,815
+23.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#193
of 2,215 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Jun 30, 2026CallValue
$287,912
CallShares
2,900
PutValue
$675,104
PutShares
6,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. NOW ranks #1 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in NOW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,820,193 | 501,815 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $287,912 | 2,900 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $675,104 | 6,800 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $42,654,936 | 407,986 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $65,309,645 | 426,331 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $71,123,839 | 77,285 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,906,704 | 3,800 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $76,304,097 | 74,220 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $54,331,778 | 68,244 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $777,770 | 7,200 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $98,980,224 | 93,367 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $5,618,636 | 5,300 | Call | Sole | 2025-03-17 | |
| 2024-09-30 | $59,429,532 | 66,447 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $5,545,218 | 6,200 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $59,071,836 | 75,091 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $1,110,000 | 7,400 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $58,231,349 | 76,379 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $90,720 | 600 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $53,489,064 | 75,711 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $42,468,662 | 75,978 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $260,707 | 561 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $8,660,862 | 22,936 | Shares | Sole | 2022-10-17 | |
| 2022-03-31 | $1,268,038 | 2,277 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,383,253 | 2,131 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||