EFG
NOW icon

Everhart Financial Group’s ServiceNow NOW Stock Holding History

Everhart Financial Group’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 		$944K Sell
9,504
-3,456
-27% -$342K 0.06% 185
2026
Q1 		$1.35M Buy
12,960
+2,929
+29% +$345K 0.12% 121
2025
Q4 		$1.54M Buy
10,031
+536
+6% +$91.9K 0.14% 95
2025
Q3 		$1.75M Buy
9,495
+170
+2% +$31.8K 0.18% 72
2025
Q2 		$1.92M Buy
9,325
+305
+3% +$57.5K 0.22% 58
2025
Q1 		$1.44M Sell
9,020
-380
-4% -$73.2K 0.2% 73
2024
Q4 		$1.99M Buy
9,400
+480
+5% +$97.2K 0.41% 45
2024
Q3 		$1.6M Buy
8,920
+3,135
+54% +$515K 0.35% 48
2024
Q2 		$910K Buy
5,785
+635
+12% +$93.2K 0.24% 86
2024
Q1 		$785K Buy
5,150
+410
+9% +$62.1K 0.23% 91
2023
Q4 		$670K Buy
4,740
+710
+18% +$89.5K 0.24% 86
2023
Q3 		$451K Buy
4,030
+150
+4% +$17.1K 0.19% 103
2023
Q2 		$436K Buy
3,880
+345
+10% +$34.5K 0.18% 109
2023
Q1 		$329K Buy
3,535
+395
+13% +$34.4K 0.15% 124
2022
Q4 		$244K Buy
3,140
+420
+15% +$32.8K 0.12% 147
2022
Q3 		$205K Sell
2,720
-1,635
-38% -$147K 0.11% 186
2022
Q2 		$414K Buy
+4,355
New +$415K 0.25% 92

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Everhart Financial Group's NOW Position: Q2 2026 in Review

Everhart Financial Group reduced its ServiceNow (NOW) stake by 27% in Q2 2026, selling an estimated $342K and leaving 9,504 shares worth $944K. The position accounts for 0.06% of the portfolio, ranked #185.

Everhart Financial Group first reported a position in NOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.99M in Q4 2024. 402 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Everhart Financial Group held 9,504 shares of ServiceNow worth $944K as of Q2 2026.
  • Everhart Financial Group sold 3,456 ServiceNow shares in Q2 2026, an estimated $342K.
  • ServiceNow made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #185 holding.
  • Everhart Financial Group first reported a position in ServiceNow in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's ServiceNow position peaked at $1.99M in Q4 2024.
  • 402 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.