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Geller Advisors’s ServiceNow NOW Stock Holding History

Geller 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
2024
Q4 		$753K Buy
3,550
+20
+0.6% +$4.05K 0.05% 89
2024
Q3 		$631K Sell
3,530
-2,345
-40% -$386K 0.04% 109
2024
Q2 		$924K Buy
5,875
+25
+0.4% +$3.67K 0.07% 83
2024
Q1 		$892K Buy
5,850
+60
+1% +$9.09K 0.07% 83
2023
Q4 		$818K Buy
5,790
+165
+3% +$20.8K 0.08% 81
2023
Q3 		$629K Sell
5,625
-185
-3% -$21.1K 0.07% 86
2023
Q2 		$653K Buy
5,810
+3,135
+117% +$313K 0.08% 83
2023
Q1 		$249K Buy
+2,675
New +$233K 0.04% 144
2022
Q3 		– Sell
-2,790
Closed -$265K – 146
2022
Q2 		$265K Sell
2,790
-15
-0.5% -$1.43K 0.06% 100
2022
Q1 		$312K Buy
2,805
+675
+32% +$75.6K 0.06% 106
2021
Q4 		$277K Buy
2,130
+5
+0.2% +$656 0.05% 123
2021
Q3 		$264K Buy
2,125
+50
+2% +$6.05K 0.06% 118
2021
Q2 		$228K Sell
2,075
-5
-0.2% -$507 0.05% 119
2021
Q1 		$208K Buy
2,080
+715
+52% +$75.5K 0.05% 118
2020
Q4 		$203K Buy
+1,365
New +$142K 0.05% 116

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geller Advisors's NOW Position: Q4 2024 in Review

Geller Advisors increased its ServiceNow (NOW) stake by 0.57% in Q4 2024, buying an estimated $4.05K and bringing the position to 3,550 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #89.

Geller Advisors first reported a position in NOW in Q4 2020 and has held it in 15 quarters since. The position peaked at $924K in Q2 2024. 2,256 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

  • Geller Advisors held 3,550 shares of ServiceNow worth $753K as of Q4 2024.
  • Geller Advisors bought 20 ServiceNow shares in Q4 2024, an estimated $4.05K.
  • ServiceNow made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #89 holding.
  • Geller Advisors first reported a position in ServiceNow in Q4 2020 and has held it in 15 quarters since.
  • Geller Advisors's ServiceNow position peaked at $924K in Q2 2024.
  • 2,256 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.