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Fi3 Financial Advisors’s ServiceNow NOW Stock Holding History

Fi3 Financial 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 		$397K Buy
3,802
+172
+5% +$20.2K 0.11% 98
2025
Q4 		$556K Buy
3,630
+1,150
+46% +$197K 0.17% 58
2025
Q3 		$456K Buy
2,480
+85
+4% +$15.9K 0.15% 65
2025
Q2 		$492K Sell
2,395
-445
-16% -$84K 0.18% 51
2025
Q1 		$452K Buy
2,840
+395
+16% +$76.1K 0.18% 51
2024
Q4 		$518K Buy
2,445
+1,245
+104% +$252K 0.19% 48
2024
Q3 		$215K Buy
+1,200
New +$197K 0.09% 100

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

Fi3 Financial Advisors's NOW Position: Q1 2026 in Review

Fi3 Financial Advisors increased its ServiceNow (NOW) stake by 4.7% in Q1 2026, buying an estimated $20.2K and bringing the position to 3,802 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #98.

Fi3 Financial Advisors first reported a position in NOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $556K in Q4 2025. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Fi3 Financial Advisors held 3,802 shares of ServiceNow worth $397K as of Q1 2026.
  • Fi3 Financial Advisors bought 172 ServiceNow shares in Q1 2026, an estimated $20.2K.
  • ServiceNow made up 0.11% of Fi3 Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • Fi3 Financial Advisors first reported a position in ServiceNow in Q3 2024 and has held it in 7 quarters since.
  • Fi3 Financial Advisors's ServiceNow position peaked at $556K in Q4 2025.
  • 2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.