DWM
NOW icon

Daner Wealth Management’s ServiceNow NOW Stock Holding History

Daner 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 		$265K Buy
+2,081
New +$206K 0.14% 74
2025
Q4 		– Sell
-1,160
Closed -$210K – 99
2025
Q3 		$210K Buy
+1,160
New +$217K 0.14% 94

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 $3.38T AUM 44.17% 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

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

Daner Wealth Management opened a new position in ServiceNow (NOW) in Q2 2026: 2,081 shares worth $265K. The stake represents 0.14% of the portfolio and ranks #74 among its holdings. This is a return to the name: Daner Wealth Management previously reported a position in NOW as recently as Q3 2025.

Daner Wealth Management first reported a position in NOW in Q3 2025 and has held it in 2 quarters since. 2,243 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Daner Wealth Management held 2,081 shares of ServiceNow worth $265K as of Q2 2026.
  • ServiceNow was a new Daner Wealth Management position in Q2 2026.
  • ServiceNow made up 0.14% of Daner Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Daner Wealth Management first reported a position in ServiceNow in Q3 2025 and has held it in 2 quarters since.
  • 2,243 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.