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AE Wealth Management’s ServiceNow NOW Stock Holding History

AE 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
Q1 		$3.19M Buy
30,533
+10,229
+50% +$1.2M 0.02% 515
2025
Q4 		$3.11M Buy
20,304
+1,229
+6% +$211K 0.02% 490
2025
Q3 		$3.51M Buy
19,075
+100
+0.5% +$18.7K 0.02% 425
2025
Q2 		$3.9M Sell
18,975
-45
-0.2% -$8.49K 0.03% 399
2025
Q1 		$3.03M Sell
19,020
-1,760
-8% -$339K 0.03% 439
2024
Q4 		$4.41M Sell
20,780
-1,785
-8% -$362K 0.04% 362
2024
Q3 		$4.04M Sell
22,565
-11,305
-33% -$1.86M 0.04% 372
2024
Q2 		$5.33M Buy
33,870
+9,410
+38% +$1.38M 0.05% 314
2024
Q1 		$3.73M Sell
24,460
-107,735
-81% -$16.3M 0.04% 358
2023
Q4 		$20.3M Sell
132,195
-11,685
-8% -$1.47M 0.1% 220
2023
Q3 		$16.1M Buy
143,880
+36,015
+33% +$4.11M 0.1% 233
2023
Q2 		$12.1M Buy
107,865
+29,075
+37% +$2.91M 0.07% 331
2023
Q1 		$7.32M Buy
78,790
+10,870
+16% +$947K 0.05% 419
2022
Q4 		$5.27M Sell
67,920
-1,370
-2% -$107K 0.04% 471
2022
Q3 		$5.23M Buy
69,290
+975
+1% +$87.8K 0.04% 421
2022
Q2 		$6.5M Buy
68,315
+5,140
+8% +$490K 0.05% 366
2022
Q1 		$7.04M Sell
63,175
-11,120
-15% -$1.25M 0.05% 361
2021
Q4 		$9.64M Sell
74,295
-2,705
-4% -$355K 0.07% 271
2021
Q3 		$9.58M Buy
77,000
+3,130
+4% +$379K 0.08% 246
2021
Q2 		$8.12M Sell
73,870
-13,890
-16% -$1.41M 0.07% 256
2021
Q1 		$8.78M Buy
87,760
+45,870
+110% +$4.84M 0.09% 222
2020
Q4 		$4.61M Buy
41,890
+3,825
+10% +$398K 0.05% 287
2020
Q3 		$3.69M Sell
38,065
-7,940
-17% -$709K 0.05% 283
2020
Q2 		$3.73M Buy
46,005
+24,950
+118% +$1.76M 0.06% 272
2020
Q1 		$1.21M Buy
+21,055
New +$1.32M 0.03% 433
2019
Q4 		– Sell
-5,335
Closed -$271K – 1164
2019
Q3 		$271K Sell
5,335
-115
-2% -$6.25K 0.01% 820
2019
Q2 		$299K Buy
+5,450
New +$286K 0.01% 751

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AE Wealth Management's NOW Position: Q1 2026 in Review

AE Wealth Management increased its ServiceNow (NOW) stake by 50% in Q1 2026, buying an estimated $1.2M and bringing the position to 30,533 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #515.

AE Wealth Management first reported a position in NOW in Q2 2019 and has held it in 27 quarters since. The position peaked at $20.3M in Q4 2023. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • AE Wealth Management held 30,533 shares of ServiceNow worth $3.19M as of Q1 2026.
  • AE Wealth Management bought 10,229 ServiceNow shares in Q1 2026, an estimated $1.2M.
  • ServiceNow made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #515 holding.
  • AE Wealth Management first reported a position in ServiceNow in Q2 2019 and has held it in 27 quarters since.
  • AE Wealth Management's ServiceNow position peaked at $20.3M in Q4 2023.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.