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BSW Wealth Partners’s ServiceNow NOW Stock Holding History

BSW Wealth 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 		$606K Buy
6,105
+317
+5% +$31.4K 0.07% 162
2026
Q1 		$605K Buy
5,788
+1,550
+37% +$182K 0.07% 152
2025
Q4 		$649K Sell
4,238
-842
-17% -$144K 0.08% 151
2025
Q3 		$935K Buy
5,080
+130
+3% +$24.3K 0.12% 104
2025
Q2 		$1.02M Buy
4,950
+775
+19% +$146K 0.14% 90
2025
Q1 		$665K Sell
4,175
-545
-12% -$105K 0.1% 123
2024
Q4 		$1M Buy
4,720
+565
+14% +$114K 0.15% 85
2024
Q3 		$743K Buy
4,155
+395
+11% +$64.9K 0.11% 103
2024
Q2 		$592K Buy
3,760
+530
+16% +$77.8K 0.1% 115
2024
Q1 		$493K Sell
3,230
-415
-11% -$62.9K 0.08% 138
2023
Q4 		$515K Buy
3,645
+255
+8% +$32.1K 0.1% 119
2023
Q3 		$379K Buy
3,390
+1,235
+57% +$141K 0.08% 137
2023
Q2 		$242K Buy
+2,155
New +$215K 0.05% 221
2022
Q4 		– Sell
-3,400
Closed -$257K – 322
2022
Q3 		$257K Buy
3,400
+1,105
+48% +$99.5K 0.06% 213
2022
Q2 		$218K Buy
+2,295
New +$219K 0.05% 244
2022
Q1 		– Sell
-3,235
Closed -$420K – 304
2021
Q4 		$420K Buy
3,235
+685
+27% +$89.9K 0.11% 143
2021
Q3 		$317K Buy
+2,550
New +$309K 0.09% 174

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BSW Wealth Partners's NOW Position: Q2 2026 in Review

BSW Wealth Partners increased its ServiceNow (NOW) stake by 5.5% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,105 shares worth $606K. The position accounts for 0.07% of the portfolio, ranked #162.

BSW Wealth Partners first reported a position in NOW in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.02M in Q2 2025. 320 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • BSW Wealth Partners held 6,105 shares of ServiceNow worth $606K as of Q2 2026.
  • BSW Wealth Partners bought 317 ServiceNow shares in Q2 2026, an estimated $31.4K.
  • ServiceNow made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • BSW Wealth Partners first reported a position in ServiceNow in Q3 2021 and has held it in 17 quarters since.
  • BSW Wealth Partners's ServiceNow position peaked at $1.02M in Q2 2025.
  • 320 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.