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CM Wealth Advisors’s ServiceNow NOW Stock Holding History

CM Wealth 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 		$328K Sell
3,308
-75
-2% -$7.43K 0.06% 135
2026
Q1 		$354K Sell
3,383
-802
-19% -$94.4K 0.08% 100
2025
Q4 		$641K Buy
+4,185
New +$718K 0.14% 65
2024
Q2 		– Sell
-5,260
Closed -$750K – 144
2024
Q1 		$750K Buy
+5,260
New +$797K 0.21% 49
2023
Q3 		– Sell
-6,065
Closed -$691K – 141
2023
Q2 		$691K Sell
6,065
-25,545
-81% -$2.55M 0.23% 49
2023
Q1 		$2.87M Buy
+31,610
New +$2.75M 0.56% 23

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

CM Wealth Advisors's NOW Position: Q2 2026 in Review

CM Wealth Advisors reduced its ServiceNow (NOW) stake by 2.2% in Q2 2026, selling an estimated $7.43K and leaving 3,308 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #135.

CM Wealth Advisors first reported a position in NOW in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.87M in Q1 2023. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • CM Wealth Advisors held 3,308 shares of ServiceNow worth $328K as of Q2 2026.
  • CM Wealth Advisors sold 75 ServiceNow shares in Q2 2026, an estimated $7.43K.
  • ServiceNow made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • CM Wealth Advisors first reported a position in ServiceNow in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's ServiceNow position peaked at $2.87M in Q1 2023.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.