Atria Wealth Solutions’s ServiceNow NOW Stock Holding History

Atria Wealth Solutions’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	$6.13M	Sell	29,775 -17,115	-37%	-$3.23M	0.14%	174
2025 Q1	$7.47M	Buy	46,890 +2,520	+6%	+$486K	0.09%	235
2024 Q4	$9.41M	Sell	44,370 -5,355	-11%	-$1.08M	0.1%	202
2024 Q3	$8.89M	Sell	49,725 -10,315	-17%	-$1.7M	0.1%	211
2024 Q2	$9.45M	Buy	60,040 +2,295	+4%	+$337K	0.1%	199
2024 Q1	$8.8M	Buy	57,745 +5,980	+12%	+$906K	0.1%	216
2023 Q4	$7.31M	Sell	51,765 -470	-0.9%	-$59.2K	0.09%	223
2023 Q3	$5.84M	Buy	52,235 +2,140	+4%	+$244K	0.08%	251
2023 Q2	$5.63M	Buy	50,095 +1,030	+2%	+$103K	0.08%	250
2023 Q1	$4.56M	Buy	49,065 +1,315	+3%	+$115K	0.07%	286
2022 Q4	$3.71M	Sell	47,750 -1,860	-4%	-$145K	0.06%	327
2022 Q3	$3.75M	Sell	49,610 -5,365	-10%	-$483K	0.06%	297
2022 Q2	$5.23M	Sell	54,975 -2,145	-4%	-$204K	0.1%	226
2022 Q1	$6.36M	Buy	+57,120	New	+$6.4M	0.11%	208

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's NOW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ServiceNow (NOW) stake by 37% in Q2 2025, selling an estimated $3.23M and leaving 29,775 shares worth $6.13M. The position accounts for 0.14% of the portfolio, ranked #174.

Atria Wealth Solutions first reported a position in NOW in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.45M in Q2 2024. 2,295 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

Atria Wealth Solutions held 29,775 shares of ServiceNow worth $6.13M as of Q2 2025.
Atria Wealth Solutions sold 17,115 ServiceNow shares in Q2 2025, an estimated $3.23M.
ServiceNow made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #174 holding.
Atria Wealth Solutions first reported a position in ServiceNow in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's ServiceNow position peaked at $9.45M in Q2 2024.
2,295 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.