Congress Wealth Management’s ServiceNow NOW Stock Holding History

Congress 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	$29.2M	Buy	142,250 +2,235	+2%	+$422K	0.28%	86
2025 Q1	$22.3M	Buy	140,015 +2,915	+2%	+$562K	0.27%	96
2024 Q4	$29.1M	Buy	137,100 +2,085	+2%	+$422K	0.4%	60
2024 Q3	$24.2M	Buy	135,015 +2,245	+2%	+$369K	0.32%	77
2024 Q2	$20.9M	Buy	132,770 +2,825	+2%	+$415K	0.33%	73
2024 Q1	$19.8M	Buy	129,945 +3,770	+3%	+$571K	0.34%	71
2023 Q4	$17.8M	Buy	126,175 +6,385	+5%	+$805K	0.33%	73
2023 Q3	$13.4M	Buy	119,790 +8,925	+8%	+$1.02M	0.28%	93
2023 Q2	$12.5M	Buy	110,865 +650	+0.6%	+$65K	0.29%	103
2023 Q1	$10.2M	Buy	110,215 +12,025	+12%	+$1.05M	0.25%	131
2022 Q4	$7.63M	Sell	98,190 -2,760	-3%	-$216K	0.2%	149
2022 Q3	$7.62M	Buy	100,950 +80	+0.1%	+$7.2K	0.21%	147
2022 Q2	$9.59M	Buy	100,870 +2,880	+3%	+$275K	0.25%	121
2022 Q1	$10.9M	Buy	97,990 +95,690	+4,160%	+$10.7M	0.24%	113
2021 Q4	$299K	Buy	+2,300	New	+$302K	0.01%	539

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Congress Wealth Management's NOW Position: Q2 2025 in Review

Congress Wealth Management increased its ServiceNow (NOW) stake by 1.6% in Q2 2025, buying an estimated $422K and bringing the position to 142,250 shares worth $29.2M. The position accounts for 0.28% of the portfolio, ranked #86.

Congress Wealth Management first reported a position in NOW in Q4 2021 and has held it in 15 quarters since. 2,296 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

Congress Wealth Management held 142,250 shares of ServiceNow worth $29.2M as of Q2 2025.
Congress Wealth Management bought 2,235 ServiceNow shares in Q2 2025, an estimated $422K.
ServiceNow made up 0.28% of Congress Wealth Management's portfolio in Q2 2025, its #86 holding.
Congress Wealth Management first reported a position in ServiceNow in Q4 2021 and has held it in 15 quarters since.
2,296 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

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