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Cooper/Haims Advisors’s ServiceNow NOW Stock Holding History

Cooper/Haims 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
2026
Q1 		– Sell
-1,685
Closed -$258K – 110
2025
Q4 		$258K Hold
1,685
– – 0.12% 76
2025
Q3 		$310K Sell
1,685
-160
-9% -$29.9K 0.14% 61
2025
Q2 		$379K Buy
1,845
+160
+9% +$30.2K 0.19% 48
2025
Q1 		$268K Hold
1,685
– – 0.15% 61
2024
Q4 		$357K Hold
1,685
– – 0.2% 50
2024
Q3 		$301K Sell
1,685
-150
-8% -$24.7K 0.17% 60
2024
Q2 		$289K Buy
1,835
+100
+6% +$14.7K 0.16% 57
2024
Q1 		$265K Buy
1,735
+100
+6% +$15.2K 0.15% 63
2023
Q4 		$231K Sell
1,635
-400
-20% -$50.4K 0.13% 69
2023
Q3 		$227K Hold
2,035
– – 0.18% 61
2023
Q2 		$229K Buy
+2,035
New +$203K 0.18% 64
2022
Q3 		– Sell
-2,140
Closed -$204K – 77
2022
Q2 		$204K Sell
2,140
-30
-1% -$2.86K 0.13% 71
2022
Q1 		$242K Hold
2,170
– – 0.16% 69
2021
Q4 		$282K Hold
2,170
– – 0.17% 59
2021
Q3 		$270K Sell
2,170
-500
-19% -$60.5K 0.16% 63
2021
Q2 		$293K Buy
2,670
+500
+23% +$50.7K 0.19% 59
2021
Q1 		$217K Hold
2,170
– – 0.15% 70
2020
Q4 		$239K Sell
2,170
-990
-31% -$103K 0.18% 56
2020
Q3 		$307K Hold
3,160
– – 0.25% 42
2020
Q2 		$256K Buy
+3,160
New +$223K 0.21% 43

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cooper/Haims Advisors's NOW Position: Q1 2026 in Review

Cooper/Haims Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,685 shares — an estimated $258K sold.

Cooper/Haims Advisors first reported a position in NOW in Q2 2020 and held it in 20 quarters. The position peaked at $379K in Q2 2025. 2,210 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Cooper/Haims Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Cooper/Haims Advisors sold 1,685 ServiceNow shares in Q1 2026, an estimated $258K.
  • Cooper/Haims Advisors first reported a position in ServiceNow in Q2 2020 and held it in 20 quarters.
  • Cooper/Haims Advisors's ServiceNow position peaked at $379K in Q2 2025.
  • 2,210 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.