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Dakota Wealth Management’s ServiceNow NOW Stock Holding History

Dakota 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
2026
Q2 		$649K Sell
6,537
-1,364
-17% -$135K 0.01% 522
2026
Q1 		$826K Sell
7,901
-43,124
-85% -$5.07M 0.02% 437
2025
Q4 		$7.82M Buy
51,025
+3,020
+6% +$518K 0.14% 128
2025
Q3 		$8.84M Buy
48,005
+1,580
+3% +$295K 0.18% 111
2025
Q2 		$9.55M Buy
46,425
+1,405
+3% +$265K 0.2% 100
2025
Q1 		$7.17M Sell
45,020
-23,150
-34% -$4.46M 0.17% 115
2024
Q4 		$14.5M Sell
68,170
-4,215
-6% -$854K 0.33% 64
2024
Q3 		$12.9M Buy
72,385
+18,195
+34% +$2.99M 0.29% 80
2024
Q2 		$8.53M Sell
54,190
-8,120
-13% -$1.19M 0.2% 102
2024
Q1 		$9.5M Sell
62,310
-42,810
-41% -$6.49M 0.24% 94
2023
Q4 		$14.9M Buy
105,120
+7,250
+7% +$914K 0.58% 40
2023
Q3 		$10.9M Buy
97,870
+5,840
+6% +$666K 0.48% 55
2023
Q2 		$10.3M Buy
92,030
+77,965
+554% +$7.79M 0.49% 53
2023
Q1 		$1.31M Buy
14,065
+250
+2% +$21.8K 0.09% 198
2022
Q4 		$1.07M Buy
13,815
+1,635
+13% +$128K 0.08% 217
2022
Q3 		$920K Buy
12,180
+1,255
+11% +$113K 0.07% 223
2022
Q2 		$1.04M Buy
10,925
+4,350
+66% +$415K 0.1% 188
2022
Q1 		$731K Sell
6,575
-910
-12% -$102K 0.06% 233
2021
Q4 		$972K Sell
7,485
-75
-1% -$9.85K 0.1% 162
2021
Q3 		$941K Buy
7,560
+715
+10% +$86.6K 0.11% 161
2021
Q2 		$752K Sell
6,845
-210
-3% -$21.3K 0.09% 179
2021
Q1 		$706K Sell
7,055
-7,000
-50% -$739K 0.09% 177
2020
Q4 		$1.55M Buy
14,055
+6,990
+99% +$727K 0.2% 114
2020
Q3 		$685K Sell
7,065
-305
-4% -$27.2K 0.11% 145
2020
Q2 		$597K Buy
7,370
+905
+14% +$63.9K 0.1% 154
2020
Q1 		$371K Buy
+6,465
New +$404K 0.08% 174

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dakota Wealth Management's NOW Position: Q2 2026 in Review

Dakota Wealth Management reduced its ServiceNow (NOW) stake by 17% in Q2 2026, selling an estimated $135K and leaving 6,537 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #522.

Dakota Wealth Management first reported a position in NOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.9M in Q4 2023. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Dakota Wealth Management held 6,537 shares of ServiceNow worth $649K as of Q2 2026.
  • Dakota Wealth Management sold 1,364 ServiceNow shares in Q2 2026, an estimated $135K.
  • ServiceNow made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Dakota Wealth Management first reported a position in ServiceNow in Q1 2020 and has held it in 26 quarters since.
  • Dakota Wealth Management's ServiceNow position peaked at $14.9M in Q4 2023.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.