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Avidian Wealth Enterprises’s ServiceNow NOW Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$764K Sell
7,700
-1,636
-18% -$162K 0.02% 381
2026
Q1 		$976K Buy
9,336
+7,301
+359% +$859K 0.03% 293
2025
Q4 		$312K Sell
2,035
-230
-10% -$39.5K 0.01% 470
2025
Q3 		$417K Buy
2,265
+55
+2% +$10.3K 0.02% 407
2025
Q2 		$454K Sell
2,210
-405
-15% -$76.4K 0.02% 357
2025
Q1 		$416K Buy
2,615
+130
+5% +$25.1K 0.02% 349
2024
Q4 		$527K Buy
2,485
+45
+2% +$9.12K 0.02% 285
2024
Q3 		$436K Buy
2,440
+690
+39% +$113K 0.02% 320
2024
Q2 		$275K Buy
+1,750
New +$257K 0.01% 409
2023
Q2 		– Sell
-3,245
Closed -$302K – 465
2023
Q1 		$302K Buy
3,245
+60
+2% +$5.23K 0.02% 380
2022
Q4 		$247K Buy
+3,185
New +$249K 0.02% 395
2022
Q2 		– Sell
-5,535
Closed -$616K – 485
2022
Q1 		$616K Sell
5,535
-150
-3% -$16.8K 0.04% 265
2021
Q4 		$738K Buy
5,685
+3,845
+209% +$505K 0.05% 235
2021
Q3 		$229K Sell
1,840
-225
-11% -$27.2K 0.02% 340
2021
Q2 		$227K Buy
+2,065
New +$209K 0.02% 349

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's NOW Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its ServiceNow (NOW) stake by 18% in Q2 2026, selling an estimated $162K and leaving 7,700 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #381.

Avidian Wealth Enterprises first reported a position in NOW in Q2 2021 and has held it in 15 quarters since. The position peaked at $976K in Q1 2026. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Avidian Wealth Enterprises held 7,700 shares of ServiceNow worth $764K as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,636 ServiceNow shares in Q2 2026, an estimated $162K.
  • ServiceNow made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #381 holding.
  • Avidian Wealth Enterprises first reported a position in ServiceNow in Q2 2021 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's ServiceNow position peaked at $976K in Q1 2026.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.