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Calton & Associates’s ServiceNow NOW Stock Holding History

Calton & Associates’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 		– Sell
-2,410
Closed -$252K – 466
2026
Q1 		$252K Sell
2,410
-295
-11% -$34.7K 0.04% 357
2025
Q4 		$414K Buy
2,705
+145
+6% +$24.9K 0.06% 272
2025
Q3 		$471K Buy
2,560
+460
+22% +$85.9K 0.07% 248
2025
Q2 		$431K Buy
2,100
+670
+47% +$126K 0.07% 225
2025
Q1 		$228K Buy
+1,430
New +$276K 0.05% 289
2024
Q4 		– Sell
-1,625
Closed -$291K – 253
2024
Q3 		$291K Buy
+1,625
New +$267K 0.11% 173
2018
Q2 		– Sell
-6,855
Closed -$227K – 363
2018
Q1 		$227K Hold
6,855
– – 0.07% 303
2017
Q4 		$198K Buy
+6,855
New +$170K 0.05% 343

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

Calton & Associates's NOW Position: Q2 2026 in Review

Calton & Associates sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 2,410 shares — an estimated $252K sold.

Calton & Associates first reported a position in NOW in Q4 2017 and held it in 8 quarters. The position peaked at $471K in Q3 2025. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Calton & Associates reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 2,410 ServiceNow shares in Q2 2026, an estimated $252K.
  • Calton & Associates first reported a position in ServiceNow in Q4 2017 and held it in 8 quarters.
  • Calton & Associates's ServiceNow position peaked at $471K in Q3 2025.
  • 2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.