FRG Family Wealth Advisors’s ServiceNow NOW Stock Holding History

FRG Family 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	–	Sell	-1,910	Closed	-$293K	–	164
2025 Q4	$293K	Buy	1,910 +40	+2%	+$6.86K	0.05%	138
2025 Q3	$344K	Sell	1,870 -150	-7%	-$28K	0.06%	127
2025 Q2	$415K	Hold	2,020	–	–	0.07%	112
2025 Q1	$322K	Hold	2,020	–	–	0.06%	121
2024 Q4	$428K	Hold	2,020	–	–	0.08%	110
2024 Q3	$361K	Hold	2,020	–	–	0.06%	120
2024 Q2	$320K	Sell	2,020 -100	-5%	-$14.7K	0.06%	120
2024 Q1	$294K	Hold	2,120	–	–	0.06%	122
2023 Q4	$300K	Hold	2,120	–	–	0.06%	121
2023 Q3	$237K	Hold	2,120	–	–	0.05%	131
2023 Q2	$238K	Sell	2,120 -1,030	-33%	-$103K	0.05%	126
2023 Q1	$293K	Sell	3,150 -450	-13%	-$39.2K	0.07%	125
2022 Q4	$280K	Sell	3,600 -175	-5%	-$13.7K	0.07%	125
2022 Q3	$285K	Buy	3,775 +300	+9%	+$27K	0.07%	118
2022 Q2	$330K	Buy	3,475 +1,050	+43%	+$100K	0.08%	116
2022 Q1	$270K	Buy	2,425 +635	+35%	+$71.2K	0.05%	132
2021 Q4	$232K	Buy	1,790 +165	+10%	+$21.7K	0.04%	137
2021 Q3	$202K	Buy	+1,625	New	+$197K	0.04%	136

Other funds holding NOW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

FRG Family Wealth Advisors's NOW Position: Q1 2026 in Review

FRG Family Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,910 shares — an estimated $293K sold.

FRG Family Wealth Advisors first reported a position in NOW in Q3 2021 and held it in 18 quarters. The position peaked at $428K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

FRG Family Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
FRG Family Wealth Advisors sold 1,910 ServiceNow shares in Q1 2026, an estimated $293K.
FRG Family Wealth Advisors first reported a position in ServiceNow in Q3 2021 and held it in 18 quarters.
FRG Family Wealth Advisors's ServiceNow position peaked at $428K in Q4 2024.
2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.