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Annex Advisory Services’s ServiceNow NOW Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-1,600
Closed -$329K – 335
2025
Q2 		$329K Sell
1,600
-2,480
-61% -$468K 0.01% 248
2025
Q1 		$650K Sell
4,080
-105,655
-96% -$20.4M 0.02% 195
2024
Q4 		$23.3M Buy
109,735
+17,355
+19% +$3.52M 0.7% 35
2024
Q3 		$16.5M Buy
92,380
+10,370
+13% +$1.7M 0.53% 44
2024
Q2 		$12.9M Buy
82,010
+15,010
+22% +$2.2M 0.45% 47
2024
Q1 		$10.2M Buy
+67,000
New +$10.2M 0.36% 52

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Annex Advisory Services's NOW Position: Q3 2025 in Review

Annex Advisory Services sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 1,600 shares — an estimated $329K sold.

Annex Advisory Services first reported a position in NOW in Q1 2024 and held it in 6 quarters. The position peaked at $23.3M in Q4 2024. 2,247 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Annex Advisory Services reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 1,600 ServiceNow shares in Q3 2025, an estimated $329K.
  • Annex Advisory Services first reported a position in ServiceNow in Q1 2024 and held it in 6 quarters.
  • Annex Advisory Services's ServiceNow position peaked at $23.3M in Q4 2024.
  • 2,247 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.