1248 Management’s ServiceNow NOW Stock Holding History

1248 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 Q1	$553K	Sell	5,290 -1,560	-23%	-$184K	0.26%	59
2025 Q4	$1.05M	Hold	6,850	–	–	0.56%	21
2025 Q3	$1.26M	Sell	6,850 -2,005	-23%	-$375K	0.71%	16
2025 Q2	$1.82M	Hold	8,855	–	–	0.67%	24
2025 Q1	$1.41M	Sell	8,855 -1,060	-11%	-$204K	0.6%	26
2024 Q4	$2.1M	Buy	+9,915	New	+$2.01M	0.91%	21

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1248 Management's NOW Position: Q1 2026 in Review

1248 Management reduced its ServiceNow (NOW) stake by 23% in Q1 2026, selling an estimated $184K and leaving 5,290 shares worth $553K. The position accounts for 0.26% of the portfolio, ranked #59.

1248 Management first reported a position in NOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

1248 Management held 5,290 shares of ServiceNow worth $553K as of Q1 2026.
1248 Management sold 1,560 ServiceNow shares in Q1 2026, an estimated $184K.
ServiceNow made up 0.26% of 1248 Management's portfolio in Q1 2026, its #59 holding.
1248 Management first reported a position in ServiceNow in Q4 2024 and has held it in 6 quarters since.
1248 Management's ServiceNow position peaked at $2.1M in Q4 2024.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on 1248 Management's 13F filing for Q1 2026, filed 15 May 2026.