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Cherry Tree Wealth Management’s ServiceNow NOW Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-145
Closed -$23.1K – 702
2025
Q1 		$23.1K Hold
145
– – 0.01% 328
2024
Q4 		$30.7K Hold
145
– – 0.01% 294
2024
Q3 		$25.9K Hold
145
– – 0.01% 309
2024
Q2 		$22.8K Buy
145
+125
+625% +$18.3K 0.01% 316
2024
Q1 		$3.05K Hold
20
– – ﹤0.01% 478
2023
Q4 		$2.83K Hold
20
– – ﹤0.01% 480
2023
Q3 		$2.24K Hold
20
– – ﹤0.01% 475
2023
Q2 		$2.25K Buy
+20
New +$2K ﹤0.01% 486

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cherry Tree Wealth Management's NOW Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of ServiceNow (NOW) in Q2 2025, closing a stake of 145 shares — an estimated $23.1K sold.

Cherry Tree Wealth Management first reported a position in NOW in Q2 2023 and held it in 8 quarters. The position peaked at $30.7K in Q4 2024. 2,291 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining ServiceNow position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 145 ServiceNow shares in Q2 2025, an estimated $23.1K.
  • Cherry Tree Wealth Management first reported a position in ServiceNow in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's ServiceNow position peaked at $30.7K in Q4 2024.
  • 2,291 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.