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Balboa Wealth Partners’s ServiceNow NOW Stock Holding History

Balboa Wealth Partners’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 		$2.14M Buy
21,512
+18,343
+579% +$1.82M 0.29% 60
2026
Q1 		$331K Sell
3,169
-2,176
-41% -$256K 0.06% 286
2025
Q4 		$819K Sell
5,345
-205
-4% -$35.2K 0.14% 122
2025
Q3 		$1.02M Sell
5,550
-550
-9% -$103K 0.18% 89
2025
Q2 		$1.25M Sell
6,100
-1,655
-21% -$312K 0.25% 73
2025
Q1 		$1.23M Sell
7,755
-525
-6% -$101K 0.3% 63
2024
Q4 		$1.76M Sell
8,280
-120
-1% -$24.3K 0.4% 48
2024
Q3 		$1.5M Buy
8,400
+1,625
+24% +$267K 0.37% 49
2024
Q2 		$1.07M Sell
6,775
-1,295
-16% -$190K 0.28% 66
2024
Q1 		$1.23M Buy
8,070
+4,555
+130% +$690K 0.36% 52
2023
Q4 		$497K Buy
3,515
+1,070
+44% +$135K 0.17% 113
2023
Q3 		$273K Sell
2,445
-135
-5% -$15.4K 0.1% 172
2023
Q2 		$290K Buy
+2,580
New +$258K 0.1% 165

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

Balboa Wealth Partners's NOW Position: Q2 2026 in Review

Balboa Wealth Partners increased its ServiceNow (NOW) stake by 579% in Q2 2026, buying an estimated $1.82M and bringing the position to 21,512 shares worth $2.14M. The position accounts for 0.29% of the portfolio, ranked #60.

Balboa Wealth Partners first reported a position in NOW in Q2 2023 and has held it in 13 quarters since. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Balboa Wealth Partners held 21,512 shares of ServiceNow worth $2.14M as of Q2 2026.
  • Balboa Wealth Partners bought 18,343 ServiceNow shares in Q2 2026, an estimated $1.82M.
  • ServiceNow made up 0.29% of Balboa Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Balboa Wealth Partners first reported a position in ServiceNow in Q2 2023 and has held it in 13 quarters since.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.