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Carr Financial Group’s ServiceNow NOW Stock Holding History

Carr Financial Group’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
2025
Q1 		– Sell
-2,000
Closed -$424K – 185
2024
Q4 		$424K Buy
+2,000
New +$405K 0.13% 110

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

Carr Financial Group's NOW Position: Q2 2026 in Review

Carr Financial Group reduced its ServiceNow (NOW) stake by 7.9% in Q2 2026, selling an estimated $67.8K and leaving 8,005 shares worth $795K. The position accounts for 0.18% of the portfolio, ranked #82.

Carr Financial Group first reported a position in NOW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Carr Financial Group held 8,005 shares of ServiceNow worth $795K as of Q2 2026.
  • Carr Financial Group sold 685 ServiceNow shares in Q2 2026, an estimated $67.8K.
  • ServiceNow made up 0.18% of Carr Financial Group's portfolio in Q2 2026, its #82 holding.
  • Carr Financial Group first reported a position in ServiceNow in Q3 2023 and has held it in 12 quarters since.
  • Carr Financial Group's ServiceNow position peaked at $1.53M in Q4 2024.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.