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Amplius Wealth Advisors’s ServiceNow NOW Stock Holding History

Amplius 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
2026
Q1 		– Sell
-1,555
Closed -$238K – 184
2025
Q4 		$238K Buy
1,555
+35
+2% +$6K 0.02% 158
2025
Q3 		$280K Buy
1,520
+200
+15% +$37.4K 0.02% 148
2025
Q2 		$271K Buy
1,320
+25
+2% +$4.72K 0.03% 167
2025
Q1 		$206K Buy
1,295
+20
+2% +$3.85K 0.02% 176
2024
Q4 		$270K Buy
1,275
+5
+0.4% +$1.01K 0.03% 148
2024
Q3 		$227K Sell
1,270
-110
-8% -$18.1K 0.02% 161
2024
Q2 		$217K Sell
1,380
-45
-3% -$6.6K 0.02% 157
2024
Q1 		$217K Buy
+1,425
New +$216K 0.02% 163
2023
Q3 		– Sell
-2,200
Closed -$247K – 167
2023
Q2 		$247K Buy
+2,200
New +$220K 0.03% 141
2022
Q2 		– Sell
-2,615
Closed -$291K – 191
2022
Q1 		$291K Buy
2,615
+5
+0.2% +$560 0.04% 133
2021
Q4 		$338K Buy
+2,610
New +$343K 0.05% 143

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amplius Wealth Advisors's NOW Position: Q1 2026 in Review

Amplius Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,555 shares — an estimated $238K sold.

Amplius Wealth Advisors first reported a position in NOW in Q4 2021 and held it in 11 quarters. The position peaked at $338K in Q4 2021. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Amplius Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,555 ServiceNow shares in Q1 2026, an estimated $238K.
  • Amplius Wealth Advisors first reported a position in ServiceNow in Q4 2021 and held it in 11 quarters.
  • Amplius Wealth Advisors's ServiceNow position peaked at $338K in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Amplius Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.