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Allium Financial Advisors’s ServiceNow NOW Stock Holding History

Allium Financial Advisors’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
2025
Q4 		– Sell
-1,210
Closed -$223K – 82
2025
Q3 		$223K Sell
1,210
-495
-29% -$92.5K 0.18% 72
2025
Q2 		$351K Buy
1,705
+15
+0.9% +$2.83K 0.31% 53
2025
Q1 		$269K Buy
+1,690
New +$326K 0.25% 59

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allium Financial Advisors's NOW Position: Q4 2025 in Review

Allium Financial Advisors sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,210 shares — an estimated $223K sold.

Allium Financial Advisors first reported a position in NOW in Q1 2025 and held it in 3 quarters. The position peaked at $351K in Q2 2025. 2,321 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

  • Allium Financial Advisors reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 1,210 ServiceNow shares in Q4 2025, an estimated $223K.
  • Allium Financial Advisors first reported a position in ServiceNow in Q1 2025 and held it in 3 quarters.
  • Allium Financial Advisors's ServiceNow position peaked at $351K in Q2 2025.
  • 2,321 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Allium Financial Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.