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Berger Financial Group’s ServiceNow NOW Stock Holding History

Berger Financial Group’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
Q4 		– Sell
-1,140
Closed -$210K – 483
2025
Q3 		$210K Sell
1,140
-15
-1% -$2.8K 0.01% 423
2025
Q2 		$237K Sell
1,155
-150
-11% -$28.3K 0.02% 377
2025
Q1 		$208K Buy
1,305
+310
+31% +$59.8K 0.01% 404
2024
Q4 		$211K Sell
995
-140
-12% -$28.4K 0.01% 394
2024
Q3 		$203K Buy
+1,135
New +$187K 0.01% 381

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berger Financial Group's NOW Position: Q4 2025 in Review

Berger Financial Group sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,140 shares — an estimated $210K sold.

Berger Financial Group first reported a position in NOW in Q3 2024 and held it in 5 quarters. The position peaked at $237K in Q2 2025. 2,325 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

  • Berger Financial Group reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
  • Berger Financial Group sold 1,140 ServiceNow shares in Q4 2025, an estimated $210K.
  • Berger Financial Group first reported a position in ServiceNow in Q3 2024 and held it in 5 quarters.
  • Berger Financial Group's ServiceNow position peaked at $237K in Q2 2025.
  • 2,325 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.