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GeoWealth Management’s ServiceNow NOW Stock Holding History

GeoWealth 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
2026
Q1 		$1.17M Sell
11,167
-533
-5% -$62.7K 0.04% 251
2025
Q4 		$1.79M Buy
11,700
+880
+8% +$151K 0.07% 172
2025
Q3 		$1.99M Buy
10,820
+390
+4% +$72.8K 0.07% 175
2025
Q2 		$2.14M Sell
10,430
-540
-5% -$102K 0.08% 148
2025
Q1 		$1.75M Sell
10,970
-2,870
-21% -$553K 0.07% 164
2024
Q4 		$2.93M Sell
13,840
-1,125
-8% -$228K 0.1% 142
2024
Q3 		$2.68M Buy
14,965
+30
+0.2% +$4.93K 0.09% 154
2024
Q2 		$2.35M Buy
14,935
+25
+0.2% +$3.67K 0.1% 140
2024
Q1 		$2.27M Buy
14,910
+6,450
+76% +$977K 0.09% 164
2023
Q4 		$1.2M Buy
+8,460
New +$1.07M 0.1% 192

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's NOW Position: Q1 2026 in Review

GeoWealth Management reduced its ServiceNow (NOW) stake by 4.6% in Q1 2026, selling an estimated $62.7K and leaving 11,167 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #251.

GeoWealth Management first reported a position in NOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • GeoWealth Management held 11,167 shares of ServiceNow worth $1.17M as of Q1 2026.
  • GeoWealth Management sold 533 ServiceNow shares in Q1 2026, an estimated $62.7K.
  • ServiceNow made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #251 holding.
  • GeoWealth Management first reported a position in ServiceNow in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's ServiceNow position peaked at $2.93M in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.