Confluence Wealth Services’s ServiceNow NOW Stock Holding History

Confluence Wealth Services’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	$418K	Buy	4,208 +703	+20%	+$69.6K	0.01%	360
2026 Q1	$366K	Buy	3,505 +530	+18%	+$62.4K	0.01%	297
2025 Q4	$456K	Sell	2,975 -350	-11%	-$60K	0.02%	266
2025 Q3	$612K	Sell	3,325 -135	-4%	-$25.2K	0.03%	224
2025 Q2	$711K	Sell	3,460 -405	-10%	-$76.4K	0.04%	211
2025 Q1	$628K	Buy	3,865 +2,060	+114%	+$397K	0.04%	200
2024 Q4	$409K	Buy	1,805 +205	+13%	+$41.5K	0.03%	246
2024 Q3	$286K	Buy	+1,600	New	+$263K	0.02%	289
2022 Q1	–	Sell	-775	Closed	-$100K	–	841
2021 Q4	$100K	Buy	+775	New	+$102K	0.03%	335

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Confluence Wealth Services's NOW Position: Q2 2026 in Review

Confluence Wealth Services increased its ServiceNow (NOW) stake by 20% in Q2 2026, buying an estimated $69.6K and bringing the position to 4,208 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #360.

Confluence Wealth Services first reported a position in NOW in Q4 2021 and has held it in 9 quarters since. The position peaked at $711K in Q2 2025. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Confluence Wealth Services held 4,208 shares of ServiceNow worth $418K as of Q2 2026.
Confluence Wealth Services bought 703 ServiceNow shares in Q2 2026, an estimated $69.6K.
ServiceNow made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #360 holding.
Confluence Wealth Services first reported a position in ServiceNow in Q4 2021 and has held it in 9 quarters since.
Confluence Wealth Services's ServiceNow position peaked at $711K in Q2 2025.
2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.