AAS
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Avantax Advisory Services’s ServiceNow NOW Stock Holding History

Avantax 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
Q2 		$11.8M Buy
57,285
+335
+0.6% +$63.2K 0.06% 241
2025
Q1 		$9.07M Buy
56,950
+6,095
+12% +$1.17M 0.06% 267
2024
Q4 		$10.8M Buy
50,855
+175
+0.3% +$35.5K 0.07% 210
2024
Q3 		$9.07M Buy
50,680
+5
+0% +$822 0.06% 241
2024
Q2 		$7.97M Buy
50,675
+29,625
+141% +$4.35M 0.06% 252
2024
Q1 		$3.21M Buy
21,050
+3,620
+21% +$548K 0.03% 413
2023
Q4 		$2.46M Buy
17,430
+2,540
+17% +$320K 0.02% 451
2023
Q3 		$1.66M Buy
14,890
+2,395
+19% +$273K 0.02% 518
2023
Q2 		$1.4M Buy
12,495
+3,380
+37% +$338K 0.02% 570
2023
Q1 		$847K Buy
9,115
+3,835
+73% +$334K 0.01% 714
2022
Q4 		$410K Buy
5,280
+25
+0.5% +$1.95K 0.01% 954
2022
Q3 		$397K Sell
5,255
-1,505
-22% -$136K 0.01% 881
2022
Q2 		$643K Sell
6,760
-1,650
-20% -$157K 0.01% 681
2022
Q1 		$933K Sell
8,410
-1,055
-11% -$118K 0.01% 558
2021
Q4 		$1.23M Sell
9,465
-2,995
-24% -$393K 0.02% 467
2021
Q3 		$1.55M Buy
12,460
+780
+7% +$94.5K 0.03% 391
2021
Q2 		$1.28M Sell
11,680
-3,925
-25% -$398K 0.02% 423
2021
Q1 		$1.58M Sell
15,605
-6,975
-31% -$736K 0.03% 337
2020
Q4 		$2.49M Sell
22,580
-5,255
-19% -$546K 0.06% 230
2020
Q3 		$2.7M Buy
27,835
+4,350
+19% +$389K 0.04% 307
2020
Q2 		$1.91M Buy
23,485
+16,580
+240% +$1.17M 0.06% 221
2020
Q1 		$396K Buy
+6,905
New +$432K 0.01% 492
2019
Q3 		– Sell
-9,370
Closed -$515K – 589
2019
Q2 		$515K Buy
+9,370
New +$492K 0.02% 289

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

Avantax Advisory Services's NOW Position: Q2 2025 in Review

Avantax Advisory Services increased its ServiceNow (NOW) stake by 0.59% in Q2 2025, buying an estimated $63.2K and bringing the position to 57,285 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #241.

Avantax Advisory Services first reported a position in NOW in Q2 2019 and has held it in 23 quarters since. 2,291 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

  • Avantax Advisory Services held 57,285 shares of ServiceNow worth $11.8M as of Q2 2025.
  • Avantax Advisory Services bought 335 ServiceNow shares in Q2 2025, an estimated $63.2K.
  • ServiceNow made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #241 holding.
  • Avantax Advisory Services first reported a position in ServiceNow in Q2 2019 and has held it in 23 quarters since.
  • 2,291 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.