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Alta Wealth Advisors’s ServiceNow NOW Stock Holding History

Alta Wealth 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
Q2 		– Sell
-15,895
Closed -$2.53M – 135
2025
Q1 		$2.53M Sell
15,895
-335
-2% -$64.6K 1.16% 20
2024
Q4 		$3.44M Buy
16,230
+515
+3% +$104K 1.51% 15
2024
Q3 		$2.81M Buy
15,715
+3,800
+32% +$625K 1.28% 18
2024
Q2 		$1.87M Buy
11,915
+40
+0.3% +$5.87K 0.94% 22
2024
Q1 		$1.81M Buy
11,875
+5
+0% +$758 0.92% 24
2023
Q4 		$1.68M Sell
11,870
-40
-0.3% -$5.04K 0.94% 26
2023
Q3 		$1.33M Sell
11,910
-220
-2% -$25.1K 0.82% 33
2023
Q2 		$1.36M Sell
12,130
-145
-1% -$14.5K 0.8% 32
2023
Q1 		$1.14M Sell
12,275
-25
-0.2% -$2.18K 0.72% 33
2022
Q4 		$955K Buy
12,300
+250
+2% +$19.5K 0.65% 42
2022
Q3 		$910K Hold
12,050
– – 0.65% 41
2022
Q2 		$1.14M Sell
12,050
-150
-1% -$14.3K 0.79% 32
2022
Q1 		$1.36M Sell
12,200
-665
-5% -$74.5K 0.81% 33
2021
Q4 		$1.67M Sell
12,865
-340
-3% -$44.6K 1.03% 25
2021
Q3 		$1.64M Sell
13,205
-300
-2% -$36.3K 1.19% 19
2021
Q2 		$1.48M Sell
13,505
-35
-0.3% -$3.55K 1.09% 22
2021
Q1 		$1.35M Buy
13,540
+15
+0.1% +$1.58K 1.13% 20
2020
Q4 		$1.49M Buy
+13,525
New +$1.41M 1.25% 16

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Alta Wealth Advisors's NOW Position: Q2 2025 in Review

Alta Wealth Advisors sold out of ServiceNow (NOW) in Q2 2025, closing a stake of 15,895 shares — an estimated $2.53M sold.

Alta Wealth Advisors first reported a position in NOW in Q4 2020 and held it in 18 quarters. The position peaked at $3.44M in Q4 2024. 2,295 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

  • Alta Wealth Advisors reported no remaining ServiceNow position as of Q2 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 15,895 ServiceNow shares in Q2 2025, an estimated $2.53M.
  • Alta Wealth Advisors first reported a position in ServiceNow in Q4 2020 and held it in 18 quarters.
  • Alta Wealth Advisors's ServiceNow position peaked at $3.44M in Q4 2024.
  • 2,295 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.