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Birch Financial Group’s ServiceNow NOW Stock Holding History

Birch 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
2026
Q2 		– Sell
-2,265
Closed -$237K – 142
2026
Q1 		$237K Buy
2,265
+202
+10% +$23.8K 0.14% 120
2025
Q4 		$316K Buy
2,063
+58
+3% +$9.95K 0.18% 99
2025
Q3 		$369K Sell
2,005
-135
-6% -$25.2K 0.22% 83
2025
Q2 		$440K Sell
2,140
-65
-3% -$12.3K 0.35% 66
2025
Q1 		$351K Buy
2,205
+80
+4% +$15.4K 0.31% 71
2024
Q4 		$451K Buy
+2,125
New +$430K 0.51% 43

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

Birch Financial Group's NOW Position: Q2 2026 in Review

Birch Financial Group sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 2,265 shares — an estimated $237K sold.

Birch Financial Group first reported a position in NOW in Q4 2024 and held it in 6 quarters. The position peaked at $451K in Q4 2024. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Birch Financial Group reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 2,265 ServiceNow shares in Q2 2026, an estimated $237K.
  • Birch Financial Group first reported a position in ServiceNow in Q4 2024 and held it in 6 quarters.
  • Birch Financial Group's ServiceNow position peaked at $451K in Q4 2024.
  • 2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.