Baldwin Wealth Partners’s ServiceNow NOW Stock Holding History

Baldwin 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
2025 Q2	–	Sell	-1,980	Closed	-$315K	–	232
2025 Q1	$315K	Hold	1,980	–	–	0.02%	177
2024 Q4	$420K	Buy	1,980 +5	+0.3%	+$1.01K	0.03%	165
2024 Q3	$353K	Buy	1,975 +215	+12%	+$35.3K	0.02%	254
2024 Q2	$277K	Buy	1,760 +10	+0.6%	+$1.47K	0.02%	171
2024 Q1	$267K	Hold	1,750	–	–	0.02%	192
2023 Q4	$247K	Hold	1,750	–	–	0.02%	195
2023 Q3	$196K	Hold	1,750	–	–	0.02%	221
2023 Q2	$197K	Sell	1,750 -25	-1%	-$2.5K	0.02%	240
2023 Q1	$165K	Hold	1,775	–	–	0.01%	256
2022 Q4	$138K	Sell	1,775 -725	-29%	-$56.7K	0.01%	277
2022 Q3	$189K	Hold	2,500	–	–	0.03%	175
2022 Q2	$238K	Hold	2,500	–	–	0.03%	163
2022 Q1	$278K	Hold	2,500	–	–	0.03%	170
2021 Q4	$325K	Hold	2,500	–	–	0.03%	157
2021 Q3	$311K	Hold	2,500	–	–	0.03%	160
2021 Q2	$275K	Hold	2,500	–	–	0.03%	169
2021 Q1	$250K	Buy	2,500 +1,000	+67%	+$106K	0.03%	163
2020 Q4	$165K	Buy	1,500 +250	+20%	+$26K	0.02%	195
2020 Q3	$121K	Hold	1,250	–	–	0.02%	211
2020 Q2	$101K	Buy	+1,250	New	+$88.3K	0.01%	223
2018 Q4	–	Sell	-1,250	Closed	-$49K	–	531
2018 Q3	$49K	Buy	+1,250	New	+$47.3K	0.01%	318

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

Baldwin Wealth Partners's NOW Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of ServiceNow (NOW) in Q2 2025, closing a stake of 1,980 shares — an estimated $315K sold.

Baldwin Wealth Partners first reported a position in NOW in Q3 2018 and held it in 21 quarters. The position peaked at $420K in Q4 2024. 2,295 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

Baldwin Wealth Partners reported no remaining ServiceNow position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 1,980 ServiceNow shares in Q2 2025, an estimated $315K.
Baldwin Wealth Partners first reported a position in ServiceNow in Q3 2018 and held it in 21 quarters.
Baldwin Wealth Partners's ServiceNow position peaked at $420K in Q4 2024.
2,295 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.