Focused Wealth Management’s ServiceNow NOW Stock Holding History

Focused Wealth Management’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
2025 Q3	–	Sell	-390	Closed	-$80.2K	–	227
2025 Q2	$80.2K	Buy	+390	New	+$73.6K	0.01%	198
2024 Q1	–	Sell	-30	Closed	-$4.24K	–	685
2023 Q4	$4.24K	Hold	30	–	–	﹤0.01%	684
2023 Q3	$3.35K	Hold	30	–	–	﹤0.01%	707
2023 Q2	$3.37K	Hold	30	–	–	﹤0.01%	733
2023 Q1	$2.79K	Buy	30 +15	+100%	+$1.31K	﹤0.01%	760
2022 Q4	$1.17K	Buy	15 +5	+50%	+$391	﹤0.01%	847
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	874
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	853
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	908
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	907
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	915
2021 Q2	$1K	Buy	+10	New	+$1.01K	﹤0.01%	880

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Focused Wealth Management's NOW Position: Q3 2025 in Review

Focused Wealth Management sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 390 shares — an estimated $80.2K sold.

Focused Wealth Management first reported a position in NOW in Q2 2021 and held it in 12 quarters. The position peaked at $80.2K in Q2 2025. 2,247 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

Focused Wealth Management reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
Focused Wealth Management sold 390 ServiceNow shares in Q3 2025, an estimated $80.2K.
Focused Wealth Management first reported a position in ServiceNow in Q2 2021 and held it in 12 quarters.
Focused Wealth Management's ServiceNow position peaked at $80.2K in Q2 2025.
2,247 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.