PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ServiceNow NOW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 Q2	$95.3K	Buy	960 +480	+100%	+$47.5K	0.03%	259
2026 Q1	$50.2K	Buy	480 +467	+3,592%	+$54.9K	0.01%	300
2025 Q4	$2.06K	Sell	13 -417	-97%	-$71.5K	﹤0.01%	473
2025 Q3	$80.5K	Sell	430 -150	-26%	-$28K	0.03%	230
2025 Q2	$121K	Buy	580 +105	+22%	+$19.8K	0.04%	183
2025 Q1	$75.7K	Buy	475 +110	+30%	+$21.2K	0.03%	221
2024 Q4	$77.8K	Buy	365 +30	+9%	+$6.08K	0.03%	208
2024 Q3	$60K	Buy	+335	New	+$55.1K	0.03%	207

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NOW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its ServiceNow (NOW) stake by 100% in Q2 2026, buying an estimated $47.5K and bringing the position to 960 shares worth $95.3K. The position accounts for 0.03% of the portfolio, ranked #259.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $121K in Q2 2025. 1,288 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 960 shares of ServiceNow worth $95.3K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 480 ServiceNow shares in Q2 2026, an estimated $47.5K.
ServiceNow made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #259 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ServiceNow in Q3 2024 and has held it in 8 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ServiceNow position peaked at $121K in Q2 2025.
1,288 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.