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Alterna Wealth Management’s ServiceNow NOW Stock Holding History

Alterna 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
2025
Q2 		– Sell
-1,510
Closed -$240K – 120
2025
Q1 		$240K Buy
1,510
+510
+51% +$98.3K 0.18% 91
2024
Q4 		$212K Sell
1,000
-150
-13% -$30.4K 0.18% 95
2024
Q3 		$206K Buy
+1,150
New +$189K 0.18% 94

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Alterna Wealth Management's NOW Position: Q2 2025 in Review

Alterna Wealth Management sold out of ServiceNow (NOW) in Q2 2025, closing a stake of 1,510 shares — an estimated $240K sold.

Alterna Wealth Management first reported a position in NOW in Q3 2024 and held it in 3 quarters. The position peaked at $240K in Q1 2025. 2,291 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

  • Alterna Wealth Management reported no remaining ServiceNow position as of Q2 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 1,510 ServiceNow shares in Q2 2025, an estimated $240K.
  • Alterna Wealth Management first reported a position in ServiceNow in Q3 2024 and held it in 3 quarters.
  • Alterna Wealth Management's ServiceNow position peaked at $240K in Q1 2025.
  • 2,291 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.