Encompass Wealth Advisors’s ServiceNow NOW Stock Holding History

Encompass Wealth 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
2025 Q4	–	Sell	-1,215	Closed	-$224K	–	109
2025 Q3	$224K	Sell	1,215 -65	-5%	-$12.1K	0.08%	102
2025 Q2	$263K	Buy	1,280 +15	+1%	+$2.83K	0.1%	89
2025 Q1	$201K	Sell	1,265 -140	-10%	-$27K	0.08%	99
2024 Q4	$298K	Sell	1,405 -95	-6%	-$19.2K	0.12%	84
2024 Q3	$268K	Hold	1,500	–	–	0.07%	203
2024 Q2	$236K	Buy	+1,500	New	+$220K	0.06%	207

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Encompass Wealth Advisors's NOW Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,215 shares — an estimated $224K sold.

Encompass Wealth Advisors first reported a position in NOW in Q2 2024 and held it in 6 quarters. The position peaked at $298K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Encompass Wealth Advisors reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Encompass Wealth Advisors sold 1,215 ServiceNow shares in Q4 2025, an estimated $224K.
Encompass Wealth Advisors first reported a position in ServiceNow in Q2 2024 and held it in 6 quarters.
Encompass Wealth Advisors's ServiceNow position peaked at $298K in Q4 2024.
2,322 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.