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Briaud Financial Planning’s ServiceNow NOW Stock Holding History

Briaud Financial Planning’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
-25
Closed -$5K – 244
2025
Q2 		$5K Hold
25
– – ﹤0.01% 284
2025
Q1 		$3K Hold
25
– – ﹤0.01% 177
2024
Q4 		$5K Buy
+25
New +$5.06K ﹤0.01% 157

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

Briaud Financial Planning's NOW Position: Q3 2025 in Review

Briaud Financial Planning sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 25 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in NOW in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Briaud Financial Planning reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 25 ServiceNow shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in ServiceNow in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's ServiceNow position peaked at $5K in Q2 2025.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.