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Finivi Inc’s ServiceNow NOW Stock Holding History

Finivi Inc’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 		– Sell
-2,165
Closed -$332K – 111
2025
Q4 		$332K Sell
2,165
-95
-4% -$16.3K 0.19% 80
2025
Q3 		$416K Buy
2,260
+55
+2% +$10.3K 0.27% 74
2025
Q2 		$453K Buy
2,205
+30
+1% +$5.66K 0.31% 67
2025
Q1 		$346K Buy
2,175
+295
+16% +$56.9K 0.28% 68
2024
Q4 		$399K Sell
1,880
-260
-12% -$52.7K 0.32% 65
2024
Q3 		$383K Sell
2,140
-40
-2% -$6.58K 0.31% 63
2024
Q2 		$343K Sell
2,180
-15
-0.7% -$2.2K 0.28% 69
2024
Q1 		$335K Sell
2,195
-105
-5% -$15.9K 0.3% 66
2023
Q4 		$325K Buy
+2,300
New +$290K 0.32% 68

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Finivi Inc's NOW Position: Q1 2026 in Review

Finivi Inc sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 2,165 shares — an estimated $332K sold.

Finivi Inc first reported a position in NOW in Q4 2023 and held it in 9 quarters. The position peaked at $453K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Finivi Inc reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Finivi Inc sold 2,165 ServiceNow shares in Q1 2026, an estimated $332K.
  • Finivi Inc first reported a position in ServiceNow in Q4 2023 and held it in 9 quarters.
  • Finivi Inc's ServiceNow position peaked at $453K in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Finivi Inc's 13F filing for Q1 2026, filed 10 Apr 2026.