Beta Wealth Group’s ServiceNow NOW Stock Holding History

Beta Wealth 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
2026 Q1	$1.55M	Buy	14,855 +1,105	+8%	+$130K	0.64%	37
2025 Q4	$2.11M	Buy	13,750 +5,475	+66%	+$939K	0.85%	29
2025 Q3	$1.52M	Buy	8,275 +465	+6%	+$86.9K	0.6%	38
2025 Q2	$1.61M	Sell	7,810 -5,030	-39%	-$949K	0.59%	42
2025 Q1	$2.04M	Buy	12,840 +495	+4%	+$95.4K	0.73%	36
2024 Q4	$2.62M	Buy	12,345 +245	+2%	+$49.6K	1.16%	27
2024 Q3	$2.16M	Buy	12,100 +410	+4%	+$67.4K	0.98%	30
2024 Q2	$1.84M	Buy	11,690 +505	+5%	+$74.1K	0.87%	32
2024 Q1	$1.71M	Buy	11,185 +550	+5%	+$83.3K	0.83%	33
2023 Q4	$1.5M	Buy	10,635 +375	+4%	+$47.3K	0.79%	31
2023 Q3	$1.15M	Buy	10,260 +145	+1%	+$16.5K	0.68%	34
2023 Q2	$1.14M	Buy	10,115 +375	+4%	+$37.5K	0.66%	37
2023 Q1	$905K	Buy	9,740 +345	+4%	+$30K	0.52%	43
2022 Q4	$730K	Buy	9,395 +370	+4%	+$28.9K	0.49%	43
2022 Q3	$682K	Buy	9,025 +430	+5%	+$38.7K	0.49%	42
2022 Q2	$817K	Buy	8,595 +1,755	+26%	+$167K	0.55%	40
2022 Q1	$762K	Buy	6,840 +920	+16%	+$103K	0.51%	42
2021 Q4	$737K	Hold	5,920	–	–	0.53%	39
2021 Q3	$737K	Buy	5,920 +395	+7%	+$47.8K	0.53%	39
2021 Q2	$607K	Buy	+5,525	New	+$560K	0.42%	40

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

Beta Wealth Group's NOW Position: Q1 2026 in Review

Beta Wealth Group increased its ServiceNow (NOW) stake by 8% in Q1 2026, buying an estimated $130K and bringing the position to 14,855 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #37.

Beta Wealth Group first reported a position in NOW in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.62M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Beta Wealth Group held 14,855 shares of ServiceNow worth $1.55M as of Q1 2026.
Beta Wealth Group bought 1,105 ServiceNow shares in Q1 2026, an estimated $130K.
ServiceNow made up 0.64% of Beta Wealth Group's portfolio in Q1 2026, its #37 holding.
Beta Wealth Group first reported a position in ServiceNow in Q2 2021 and has held it in 20 quarters since.
Beta Wealth Group's ServiceNow position peaked at $2.62M in Q4 2024.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.