Bernard Wealth Management’s ServiceNow NOW Stock Holding History

Bernard Wealth Management’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 Q1	$26.1K	Sell	250 -120	-32%	-$14.1K	0.01%	166
2025 Q4	$56.7K	Sell	370 -205	-36%	-$35.2K	0.02%	123
2025 Q3	$106K	Hold	575	–	–	0.04%	90
2025 Q2	$118K	Hold	575	–	–	0.05%	79
2025 Q1	$91.6K	Hold	575	–	–	0.04%	88
2024 Q4	$122K	Buy	+575	New	+$116K	0.06%	75

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bernard Wealth Management's NOW Position: Q1 2026 in Review

Bernard Wealth Management reduced its ServiceNow (NOW) stake by 32% in Q1 2026, selling an estimated $14.1K and leaving 250 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #166.

Bernard Wealth Management first reported a position in NOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Bernard Wealth Management held 250 shares of ServiceNow worth $26.1K as of Q1 2026.
Bernard Wealth Management sold 120 ServiceNow shares in Q1 2026, an estimated $14.1K.
ServiceNow made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #166 holding.
Bernard Wealth Management first reported a position in ServiceNow in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's ServiceNow position peaked at $122K in Q4 2024.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.