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Copperwynd Financial’s ServiceNow NOW Stock Holding History

Copperwynd Financial’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 		$1.32M Sell
6,435
-610
-9% -$115K 0.33% 54
2025
Q1 		$1.12M Buy
7,045
+240
+4% +$46.3K 0.31% 60
2024
Q4 		$1.44M Sell
6,805
-180
-3% -$36.5K 0.4% 46
2024
Q3 		$1.25M Buy
6,985
+700
+11% +$115K 0.38% 43
2024
Q2 		$1.02M Buy
6,285
+1,500
+31% +$220K 0.33% 44
2024
Q1 		$730K Buy
4,785
+280
+6% +$42.4K 0.26% 75
2023
Q4 		$637K Sell
4,505
-240
-5% -$30.3K 0.25% 78
2023
Q3 		$530K Sell
4,745
-590
-11% -$67.3K 0.25% 80
2023
Q2 		$600K Sell
5,335
-30
-0.6% -$3K 0.28% 82
2023
Q1 		$499K Buy
5,365
+430
+9% +$37.5K 0.25% 97
2022
Q4 		$383K Sell
4,935
-410
-8% -$32K 0.22% 99
2022
Q3 		$404K Sell
5,345
-80
-1% -$7.2K 0.23% 93
2022
Q2 		$516K Sell
5,425
-455
-8% -$43.4K 0.3% 79
2022
Q1 		$655K Sell
5,880
-375
-6% -$42K 0.27% 77
2021
Q4 		$812K Buy
6,255
+530
+9% +$69.6K 0.31% 56
2021
Q3 		$712K Buy
5,725
+570
+11% +$69K 0.29% 57
2021
Q2 		$567K Buy
5,155
+850
+20% +$86.2K 0.24% 85
2021
Q1 		$431K Buy
4,305
+285
+7% +$30.1K 0.19% 101
2020
Q4 		$443K Buy
4,020
+570
+17% +$59.3K 0.21% 82
2020
Q3 		$335K Buy
3,450
+910
+36% +$81.3K 0.18% 88
2020
Q2 		$206K Buy
+2,540
New +$179K 0.12% 106

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Copperwynd Financial's NOW Position: Q2 2025 in Review

Copperwynd Financial reduced its ServiceNow (NOW) stake by 8.7% in Q2 2025, selling an estimated $115K and leaving 6,435 shares worth $1.32M. The position accounts for 0.33% of the portfolio, ranked #54.

Copperwynd Financial first reported a position in NOW in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.44M in Q4 2024. 2,292 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

  • Copperwynd Financial held 6,435 shares of ServiceNow worth $1.32M as of Q2 2025.
  • Copperwynd Financial sold 610 ServiceNow shares in Q2 2025, an estimated $115K.
  • ServiceNow made up 0.33% of Copperwynd Financial's portfolio in Q2 2025, its #54 holding.
  • Copperwynd Financial first reported a position in ServiceNow in Q2 2020 and has held it in 21 quarters since.
  • Copperwynd Financial's ServiceNow position peaked at $1.44M in Q4 2024.
  • 2,292 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.