Exencial Wealth Advisors’s ServiceNow NOW Stock Holding History

Exencial 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 Q1	$270K	Sell	2,579 -155	-6%	-$18.2K	0.01%	503
2025 Q4	$419K	Sell	2,734 -21	-0.8%	-$3.6K	0.01%	427
2025 Q3	$507K	Buy	2,755 +190	+7%	+$35.5K	0.02%	368
2025 Q2	$528K	Sell	2,565 -295	-10%	-$55.7K	0.02%	362
2025 Q1	$455K	Buy	2,860 +70	+3%	+$13.5K	0.02%	375
2024 Q4	$592K	Buy	2,790 +395	+16%	+$80K	0.02%	342
2024 Q3	$429K	Buy	2,395 +440	+23%	+$72.3K	0.02%	383
2024 Q2	$308K	Buy	+1,955	New	+$287K	0.01%	425
2022 Q4	–	Sell	-57,865	Closed	-$4.37M	–	430
2022 Q3	$4.37M	Sell	57,865 -5,120	-8%	-$461K	0.26%	110
2022 Q2	$5.99M	Sell	62,985 -2,925	-4%	-$279K	0.34%	98
2022 Q1	$7.34M	Buy	65,910 +2,185	+3%	+$245K	0.37%	93
2021 Q4	$8.27M	Sell	63,725 -15,400	-19%	-$2.02M	0.4%	89
2021 Q3	$9.85M	Buy	79,125 +23,480	+42%	+$2.84M	0.43%	60
2021 Q2	$6.12M	Buy	+55,645	New	+$5.64M	0.33%	105

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Exencial Wealth Advisors's NOW Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its ServiceNow (NOW) stake by 5.7% in Q1 2026, selling an estimated $18.2K and leaving 2,579 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #503.

Exencial Wealth Advisors first reported a position in NOW in Q2 2021 and has held it in 14 quarters since. The position peaked at $9.85M in Q3 2021. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Exencial Wealth Advisors held 2,579 shares of ServiceNow worth $270K as of Q1 2026.
Exencial Wealth Advisors sold 155 ServiceNow shares in Q1 2026, an estimated $18.2K.
ServiceNow made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #503 holding.
Exencial Wealth Advisors first reported a position in ServiceNow in Q2 2021 and has held it in 14 quarters since.
Exencial Wealth Advisors's ServiceNow position peaked at $9.85M in Q3 2021.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.