Consilium Wealth Advisory’s ServiceNow NOW Stock Holding History

Consilium Wealth Advisory’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 Q1	–	Sell	-1,345	Closed	-$206K	–	108
2025 Q4	$206K	Hold	1,345	–	–	0.08%	93
2025 Q3	$248K	Hold	1,345	–	–	0.1%	90
2025 Q2	$277K	Hold	1,345	–	–	0.12%	85
2025 Q1	$214K	Buy	1,345 +20	+2%	+$3.85K	0.11%	84
2024 Q4	$281K	Hold	1,325	–	–	0.13%	79
2024 Q3	$237K	Hold	1,325	–	–	0.13%	80
2024 Q2	$208K	Hold	1,325	–	–	0.11%	85
2024 Q1	$202K	Buy	+1,325	New	+$201K	0.11%	82
2022 Q1	–	Sell	-7,300	Closed	-$948K	–	89
2021 Q4	$948K	Buy	+7,300	New	+$958K	0.61%	40

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consilium Wealth Advisory's NOW Position: Q1 2026 in Review

Consilium Wealth Advisory sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,345 shares — an estimated $206K sold.

Consilium Wealth Advisory first reported a position in NOW in Q4 2021 and held it in 9 quarters. The position peaked at $948K in Q4 2021. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Consilium Wealth Advisory reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Consilium Wealth Advisory sold 1,345 ServiceNow shares in Q1 2026, an estimated $206K.
Consilium Wealth Advisory first reported a position in ServiceNow in Q4 2021 and held it in 9 quarters.
Consilium Wealth Advisory's ServiceNow position peaked at $948K in Q4 2021.
2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.