Caldwell Trust
NOW icon

Caldwell Trust’s ServiceNow NOW Stock Holding History

Caldwell Trust’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
Q3 		$72.2K Sell
539
-75
-12% -$9.22K 0.01% 451
2026
Q2 		$61K Sell
614
-1,174
-66% -$116K ﹤0.01% 471
2026
Q1 		$187K Sell
1,788
-1,216
-40% -$143K 0.02% 335
2025
Q4 		$460K Buy
3,004
+329
+12% +$56.4K 0.04% 238
2025
Q3 		$492K Buy
2,675
+215
+9% +$40.2K 0.05% 229
2025
Q2 		$506K Buy
2,460
+260
+12% +$49.1K 0.05% 219
2025
Q1 		$350K Buy
2,200
+630
+40% +$121K 0.04% 250
2024
Q4 		$333K Buy
1,570
+275
+21% +$55.7K 0.03% 252
2024
Q3 		$232K Buy
1,295
+485
+60% +$79.7K 0.02% 299
2024
Q2 		$127K Buy
810
+105
+15% +$15.4K 0.01% 359
2024
Q1 		$107K Sell
705
-175
-20% -$26.5K 0.01% 376
2023
Q4 		$124K Buy
880
+385
+78% +$48.5K 0.02% 347
2023
Q3 		$55.3K Buy
495
+70
+16% +$7.99K 0.01% 425
2023
Q2 		$47.8K Hold
425
– – 0.01% 460
2023
Q1 		$39.5K Hold
425
– – 0.01% 472
2022
Q4 		$33K Hold
425
– – ﹤0.01% 482
2022
Q3 		$32.1K Hold
425
– – ﹤0.01% 487
2022
Q2 		$40.4K Hold
425
– – 0.01% 474
2022
Q1 		$47.3K Hold
425
– – 0.01% 470
2021
Q4 		$55.2K Hold
425
– – 0.01% 446
2021
Q3 		$52.9K Hold
425
– – 0.01% 438
2021
Q2 		$46.7K Hold
425
– – 0.01% 459
2021
Q1 		$42.5K Hold
425
– – 0.01% 455
2020
Q4 		$46.8K Hold
425
– – 0.01% 426
2020
Q3 		$41.2K Hold
425
– – 0.01% 430
2020
Q2 		$34.4K Hold
425
– – 0.01% 465
2020
Q1 		$24.4K Hold
425
– – ﹤0.01% 524
2019
Q4 		$24K Buy
+425
New +$22.4K ﹤0.01% 565

Other funds holding NOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Caldwell Trust's NOW Position: Q3 2026 in Review

Caldwell Trust reduced its ServiceNow (NOW) stake by 12% in Q3 2026, selling an estimated $9.22K and leaving 539 shares worth $72.2K. The position accounts for 0.01% of the portfolio, ranked #451.

Caldwell Trust first reported a position in NOW in Q4 2019 and has held it in 28 quarters since. The position peaked at $506K in Q2 2025. 1,530 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Caldwell Trust held 539 shares of ServiceNow worth $72.2K as of Q3 2026.
  • Caldwell Trust sold 75 ServiceNow shares in Q3 2026, an estimated $9.22K.
  • ServiceNow made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #451 holding.
  • Caldwell Trust first reported a position in ServiceNow in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's ServiceNow position peaked at $506K in Q2 2025.
  • 1,530 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.