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Caerus Investment Advisors’s ServiceNow NOW Stock Holding History

Caerus Investment 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
2026
Q2 		$280K Sell
2,818
-4,212
-60% -$417K 0.09% 221
2026
Q1 		$735K Buy
7,030
+3,515
+100% +$414K 0.31% 60
2025
Q4 		$538K Buy
+3,515
New +$603K 0.17% 135

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

Caerus Investment Advisors's NOW Position: Q2 2026 in Review

Caerus Investment Advisors reduced its ServiceNow (NOW) stake by 60% in Q2 2026, selling an estimated $417K and leaving 2,818 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #221.

Caerus Investment Advisors first reported a position in NOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $735K in Q1 2026. 2,237 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Caerus Investment Advisors held 2,818 shares of ServiceNow worth $280K as of Q2 2026.
  • Caerus Investment Advisors sold 4,212 ServiceNow shares in Q2 2026, an estimated $417K.
  • ServiceNow made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Caerus Investment Advisors first reported a position in ServiceNow in Q4 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's ServiceNow position peaked at $735K in Q1 2026.
  • 2,237 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.