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Brendel Financial Advisors’s ServiceNow NOW Stock Holding History

Brendel Financial Advisors’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
Q3 		– Sell
-1,455
Closed -$299K – 116
2025
Q2 		$299K Buy
+1,455
New +$275K 0.17% 80
2025
Q1 		– Sell
-8,600
Closed -$1.82M – 101
2024
Q4 		$1.82M Buy
+8,600
New +$1.74M 1.1% 41
2021
Q4 		– Sell
-2,900
Closed -$361K – 113
2021
Q3 		$361K Buy
+2,900
New +$351K 0.43% 43

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brendel Financial Advisors's NOW Position: Q3 2025 in Review

Brendel Financial Advisors sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 1,455 shares — an estimated $299K sold.

Brendel Financial Advisors first reported a position in NOW in Q3 2021 and held it in 3 quarters. The position peaked at $1.82M in Q4 2024. 2,242 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Brendel Financial Advisors reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 1,455 ServiceNow shares in Q3 2025, an estimated $299K.
  • Brendel Financial Advisors first reported a position in ServiceNow in Q3 2021 and held it in 3 quarters.
  • Brendel Financial Advisors's ServiceNow position peaked at $1.82M in Q4 2024.
  • 2,242 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.