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Consilio Wealth Advisors’s ServiceNow NOW Stock Holding History

Consilio 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
2025
Q4 		– Sell
-1,360
Closed -$250K – 100
2025
Q3 		$250K Buy
1,360
+165
+14% +$30.8K 0.08% 78
2025
Q2 		$244K Buy
+1,195
New +$225K 0.09% 68
2025
Q1 		– Sell
-1,170
Closed -$248K – 79
2024
Q4 		$248K Buy
1,170
+20
+2% +$4.05K 0.1% 53
2024
Q3 		$206K Buy
+1,150
New +$189K 0.08% 72

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Consilio Wealth Advisors's NOW Position: Q4 2025 in Review

Consilio Wealth Advisors sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,360 shares — an estimated $250K sold.

Consilio Wealth Advisors first reported a position in NOW in Q3 2024 and held it in 4 quarters. The position peaked at $250K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

  • Consilio Wealth Advisors reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
  • Consilio Wealth Advisors sold 1,360 ServiceNow shares in Q4 2025, an estimated $250K.
  • Consilio Wealth Advisors first reported a position in ServiceNow in Q3 2024 and held it in 4 quarters.
  • Consilio Wealth Advisors's ServiceNow position peaked at $250K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Consilio Wealth Advisors's 13F filing for Q4 2025, filed 20 Mar 2026.