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Concord Wealth Partners’s ServiceNow NOW Stock Holding History

Concord Wealth Partners’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 		$971K Sell
9,783
-5,316
-35% -$526K 0.11% 132
2026
Q1 		$1.58M Buy
15,099
+5,627
+59% +$662K 0.2% 105
2025
Q4 		$1.45M Buy
9,472
+902
+11% +$155K 0.19% 109
2025
Q3 		$1.58M Buy
8,570
+930
+12% +$174K 0.22% 103
2025
Q2 		$1.57M Buy
7,640
+1,110
+17% +$209K 0.23% 100
2025
Q1 		$1.04M Sell
6,530
-685
-9% -$132K 0.17% 114
2024
Q4 		$1.53M Buy
7,215
+645
+10% +$131K 0.25% 82
2024
Q3 		$1.18M Buy
6,570
+505
+8% +$83K 0.2% 89
2024
Q2 		$954K Buy
6,065
+785
+15% +$115K 0.17% 103
2024
Q1 		$805K Buy
5,280
+1,235
+31% +$187K 0.14% 108
2023
Q4 		$572K Buy
4,045
+1,265
+46% +$159K 0.11% 117
2023
Q3 		$311K Buy
2,780
+155
+6% +$17.7K 0.07% 149
2023
Q2 		$295K Buy
2,625
+1,175
+81% +$117K 0.06% 153
2023
Q1 		$135K Buy
1,450
+685
+90% +$59.7K 0.04% 213
2022
Q4 		$59.4K Buy
+765
New +$59.8K 0.02% 346
2022
Q3 		– Sell
-1,725
Closed -$164K – 780
2022
Q2 		$164K Buy
1,725
+1,575
+1,050% +$150K 0.05% 184
2022
Q1 		$17K Buy
150
+100
+200% +$11.2K ﹤0.01% 665
2021
Q4 		$6K Buy
50
+20
+67% +$2.63K ﹤0.01% 908
2021
Q3 		$4K Sell
30
-10
-25% -$1.21K ﹤0.01% 638
2021
Q2 		$4K Sell
40
-135
-77% -$13.7K ﹤0.01% 773
2021
Q1 		$18K Buy
175
+160
+1,067% +$16.9K 0.01% 488
2020
Q4 		$2K Buy
+15
New +$1.56K ﹤0.01% 550

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

Concord Wealth Partners's NOW Position: Q2 2026 in Review

Concord Wealth Partners reduced its ServiceNow (NOW) stake by 35% in Q2 2026, selling an estimated $526K and leaving 9,783 shares worth $971K. The position accounts for 0.11% of the portfolio, ranked #132.

Concord Wealth Partners first reported a position in NOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.58M in Q1 2026. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Concord Wealth Partners held 9,783 shares of ServiceNow worth $971K as of Q2 2026.
  • Concord Wealth Partners sold 5,316 ServiceNow shares in Q2 2026, an estimated $526K.
  • ServiceNow made up 0.11% of Concord Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Concord Wealth Partners first reported a position in ServiceNow in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's ServiceNow position peaked at $1.58M in Q1 2026.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.