GoalVest Advisory’s ServiceNow NOW Stock Holding History

GoalVest Advisory’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	$28.8K	Hold	290	–	–	0.01%	271
2026 Q1	$30.3K	Sell	290 -125	-30%	-$14.7K	0.01%	279
2025 Q4	$63.6K	Buy	415 +125	+43%	+$21.4K	0.01%	216
2025 Q3	$53.4K	Hold	290	–	–	0.01%	215
2025 Q2	$59.6K	Sell	290 -100	-26%	-$18.9K	0.01%	195
2025 Q1	$62.1K	Buy	390 +100	+34%	+$19.3K	0.02%	174
2024 Q4	$61.5K	Hold	290	–	–	0.02%	175
2024 Q3	$51.9K	Hold	290	–	–	0.01%	188
2024 Q2	$45.6K	Sell	290 -10	-3%	-$1.47K	0.01%	180
2024 Q1	$45.7K	Buy	300 +10	+3%	+$1.51K	0.02%	198
2023 Q4	$41K	Sell	290 -5	-2%	-$630	0.02%	154
2023 Q3	$33K	Sell	295 -80	-21%	-$9.13K	0.02%	174
2023 Q2	$42.1K	Hold	375	–	–	0.02%	150
2023 Q1	$34.9K	Sell	375 -10	-3%	-$871	0.02%	129
2022 Q4	$29.9K	Hold	385	–	–	0.02%	138
2022 Q3	$29K	Hold	385	–	–	0.02%	136
2022 Q2	$38K	Hold	385	–	–	0.02%	180
2022 Q1	$43K	Buy	+385	New	+$43.1K	0.02%	161
2021 Q2	$41K	Hold	375	–	–	0.03%	153
2021 Q1	$38K	Hold	375	–	–	0.03%	131
2020 Q4	$41K	Buy	+375	New	+$39K	0.03%	126

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Norges Bank Oslo, Norway $1T AUM

GoalVest Advisory's NOW Position: Q2 2026 in Review

GoalVest Advisory held its ServiceNow (NOW) position steady in Q2 2026 at 290 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #271.

GoalVest Advisory first reported a position in NOW in Q4 2020 and has held it in 21 quarters since. The position peaked at $63.6K in Q4 2025. 2,221 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

GoalVest Advisory held 290 shares of ServiceNow worth $28.8K as of Q2 2026.
GoalVest Advisory left its ServiceNow share count unchanged in Q2 2026.
ServiceNow made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #271 holding.
GoalVest Advisory first reported a position in ServiceNow in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's ServiceNow position peaked at $63.6K in Q4 2025.
2,221 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.