DWS
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Dynamic Wealth Strategies’s ServiceNow NOW Stock Holding History

Dynamic Wealth Strategies’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 		$254K Sell
2,426
-989
-29% -$116K 0.15% 70
2025
Q4 		$523K Buy
3,415
+840
+33% +$144K 0.31% 38
2025
Q3 		$474K Buy
2,575
+485
+23% +$90.6K 0.32% 41
2025
Q2 		$430K Sell
2,090
-110
-5% -$20.8K 0.31% 38
2025
Q1 		$350K Buy
2,200
+55
+3% +$10.6K 0.29% 41
2024
Q4 		$455K Buy
2,145
+25
+1% +$5.06K 0.4% 35
2024
Q3 		$379K Sell
2,120
-30
-1% -$4.93K 0.31% 36
2024
Q2 		$338K Buy
2,150
+5
+0.2% +$734 0.29% 38
2024
Q1 		$327K Buy
2,145
+75
+4% +$11.4K 0.28% 41
2023
Q4 		$292K Buy
+2,070
New +$261K 0.27% 43

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dynamic Wealth Strategies's NOW Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its ServiceNow (NOW) stake by 29% in Q1 2026, selling an estimated $116K and leaving 2,426 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #70.

Dynamic Wealth Strategies first reported a position in NOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $523K in Q4 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Dynamic Wealth Strategies held 2,426 shares of ServiceNow worth $254K as of Q1 2026.
  • Dynamic Wealth Strategies sold 989 ServiceNow shares in Q1 2026, an estimated $116K.
  • ServiceNow made up 0.15% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #70 holding.
  • Dynamic Wealth Strategies first reported a position in ServiceNow in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's ServiceNow position peaked at $523K in Q4 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.