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Birchwood Financial Partners’s ServiceNow NOW Stock Holding History

Birchwood Financial 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
2026
Q2 		$12.5K Hold
126
– – 0.01% 265
2026
Q1 		$13.2K Buy
126
+21
+20% +$2.47K 0.01% 259
2025
Q4 		$16.1K Buy
+105
New +$18K 0.02% 245

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

Birchwood Financial Partners's NOW Position: Q2 2026 in Review

Birchwood Financial Partners held its ServiceNow (NOW) position steady in Q2 2026 at 126 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #265.

Birchwood Financial Partners first reported a position in NOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 2,226 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Birchwood Financial Partners held 126 shares of ServiceNow worth $12.5K as of Q2 2026.
  • Birchwood Financial Partners left its ServiceNow share count unchanged in Q2 2026.
  • ServiceNow made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #265 holding.
  • Birchwood Financial Partners first reported a position in ServiceNow in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's ServiceNow position peaked at $16.1K in Q4 2025.
  • 2,226 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.