Cassaday & Co Wealth Management’s ServiceNow NOW Stock Holding History

Cassaday & Co Wealth Management’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	$632K	Sell	4,717 -111	-2%	-$13.6K	0.01%	208
2026 Q2	$479K	Sell	4,828 -236	-5%	-$23.4K	0.01%	237
2026 Q1	$529K	Buy	5,064 +239	+5%	+$28.1K	0.01%	210
2025 Q4	$739K	Sell	4,825 -65	-1%	-$11.2K	0.02%	173
2025 Q3	$900K	Buy	4,890 +25	+0.5%	+$4.67K	0.02%	148
2025 Q2	$1M	Buy	+4,865	New	+$918K	0.03%	129
2024 Q1	–	Sell	-8,955	Closed	-$1.27M	–	300
2023 Q4	$1.27M	Buy	8,955 +90	+1%	+$11.3K	0.04%	89
2023 Q3	$991K	Sell	8,865 -130	-1%	-$14.8K	0.04%	87
2023 Q2	$1.01M	Buy	8,995 +30	+0.3%	+$3K	0.04%	92
2023 Q1	$833K	Buy	8,965 +100	+1%	+$8.71K	0.04%	113
2022 Q4	$688K	Buy	+8,865	New	+$693K	0.03%	126

Other funds holding NOW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cassaday & Co Wealth Management's NOW Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its ServiceNow (NOW) stake by 2.3% in Q3 2026, selling an estimated $13.6K and leaving 4,717 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #208.

Cassaday & Co Wealth Management first reported a position in NOW in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2023. 1,571 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

Cassaday & Co Wealth Management held 4,717 shares of ServiceNow worth $632K as of Q3 2026.
Cassaday & Co Wealth Management sold 111 ServiceNow shares in Q3 2026, an estimated $13.6K.
ServiceNow made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #208 holding.
Cassaday & Co Wealth Management first reported a position in ServiceNow in Q4 2022 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's ServiceNow position peaked at $1.27M in Q4 2023.
1,571 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.