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	0.11%	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 $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return