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Capital Performance Advisors’s ServiceNow NOW Stock Holding History

Capital Performance 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 		$490K Sell
4,937
-3,340
-40% -$331K 0.03% 171
2026
Q1 		$865K Buy
8,277
+4,326
+109% +$509K 0.06% 144
2025
Q4 		$605K Buy
3,951
+1,181
+43% +$203K 0.04% 188
2025
Q3 		$510K Buy
2,770
+15
+0.5% +$2.8K 0.08% 129
2025
Q2 		$567K Buy
2,755
+560
+26% +$106K 0.11% 100
2025
Q1 		$350K Buy
+2,195
New +$423K 0.08% 144
2024
Q4 		– Sell
-465
Closed -$83.3K – 1798
2024
Q3 		$83.3K Buy
+465
New +$76.4K 0.03% 237

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

Capital Performance Advisors's NOW Position: Q2 2026 in Review

Capital Performance Advisors reduced its ServiceNow (NOW) stake by 40% in Q2 2026, selling an estimated $331K and leaving 4,937 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #171.

Capital Performance Advisors first reported a position in NOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $865K in Q1 2026. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Capital Performance Advisors held 4,937 shares of ServiceNow worth $490K as of Q2 2026.
  • Capital Performance Advisors sold 3,340 ServiceNow shares in Q2 2026, an estimated $331K.
  • ServiceNow made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #171 holding.
  • Capital Performance Advisors first reported a position in ServiceNow in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's ServiceNow position peaked at $865K in Q1 2026.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

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