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EP Wealth Advisors’s ServiceNow NOW Stock Holding History

EP 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
2026
Q2 		$4.81M Buy
48,414
+25,290
+109% +$2.5M 0.02% 392
2026
Q1 		$2.42M Sell
23,124
-2,673
-10% -$314K 0.01% 439
2025
Q4 		$3.95M Buy
+25,797
New +$4.43M 0.02% 316
2025
Q2 		$3.93M Buy
19,125
+820
+4% +$155K 0.03% 297
2025
Q1 		$2.91M Sell
18,305
-285
-2% -$54.9K 0.02% 302
2024
Q4 		$3.94M Buy
18,590
+1,705
+10% +$345K 0.03% 251
2024
Q3 		$3.02M Buy
16,885
+5,855
+53% +$963K 0.03% 286
2024
Q2 		$1.74M Buy
11,030
+930
+9% +$136K 0.02% 303
2024
Q1 		$1.54M Sell
10,100
-435
-4% -$65.9K 0.02% 305
2023
Q4 		$1.49M Buy
10,535
+4,240
+67% +$534K 0.02% 301
2023
Q3 		$703K Sell
6,295
-16,245
-72% -$1.85M 0.01% 397
2023
Q2 		$521K Sell
22,540
-80,870
-78% -$8.09M 0.01% 457
2023
Q1 		$9.55M Buy
103,410
+97,120
+1,544% +$8.46M 0.16% 92
2022
Q4 		$488K Buy
+6,290
New +$492K 0.01% 382
2022
Q3 		– Sell
-18,075
Closed -$1.72M – 528
2022
Q2 		$1.72M Buy
18,075
+12,690
+236% +$1.21M 0.04% 209
2022
Q1 		$600K Buy
5,385
+1,945
+57% +$218K 0.01% 345
2021
Q4 		$447K Buy
3,440
+115
+3% +$15.1K 0.01% 378
2021
Q3 		$414K Sell
3,325
-370
-10% -$44.8K 0.01% 367
2021
Q2 		$406K Buy
3,695
+275
+8% +$27.9K 0.01% 379
2021
Q1 		$342K Buy
3,420
+910
+36% +$96.1K 0.01% 385
2020
Q4 		$276K Buy
+2,510
New +$261K 0.01% 356

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

EP Wealth Advisors's NOW Position: Q2 2026 in Review

EP Wealth Advisors increased its ServiceNow (NOW) stake by 109% in Q2 2026, buying an estimated $2.5M and bringing the position to 48,414 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #392.

EP Wealth Advisors first reported a position in NOW in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.55M in Q1 2023. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • EP Wealth Advisors held 48,414 shares of ServiceNow worth $4.81M as of Q2 2026.
  • EP Wealth Advisors bought 25,290 ServiceNow shares in Q2 2026, an estimated $2.5M.
  • ServiceNow made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #392 holding.
  • EP Wealth Advisors first reported a position in ServiceNow in Q4 2020 and has held it in 21 quarters since.
  • EP Wealth Advisors's ServiceNow position peaked at $9.55M in Q1 2023.
  • 2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.