HWM
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HB Wealth Management’s ServiceNow NOW Stock Holding History

HB 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
2026
Q2 		$3.81M Sell
38,426
-11,638
-23% -$1.15M 0.02% 324
2026
Q1 		$5.23M Sell
50,064
-8,806
-15% -$1.04M 0.03% 251
2025
Q4 		$9.02M Buy
58,870
+6,610
+13% +$1.13M 0.06% 166
2025
Q3 		$9.62M Buy
52,260
+11,585
+28% +$2.16M 0.07% 158
2025
Q2 		$8.36M Buy
40,675
+2,245
+6% +$424K 0.07% 160
2025
Q1 		$6.12M Buy
38,430
+16,545
+76% +$3.19M 0.05% 196
2024
Q4 		$4.64M Buy
21,885
+1,305
+6% +$264K 0.05% 174
2024
Q3 		$3.68M Buy
20,580
+2,950
+17% +$485K 0.04% 191
2024
Q2 		$2.77M Buy
17,630
+5,630
+47% +$826K 0.03% 218
2024
Q1 		$1.83M Buy
12,000
+1,320
+12% +$200K 0.02% 264
2023
Q4 		$1.51M Buy
10,680
+25
+0.2% +$3.15K 0.02% 265
2023
Q3 		$1.19M Buy
10,655
+2,295
+27% +$262K 0.02% 278
2023
Q2 		$940K Buy
8,360
+630
+8% +$63K 0.02% 299
2023
Q1 		$718K Buy
7,730
+1,870
+32% +$163K 0.01% 338
2022
Q4 		$455K Buy
5,860
+825
+16% +$64.5K 0.01% 418
2022
Q3 		$380K Buy
5,035
+360
+8% +$32.4K 0.01% 395
2022
Q2 		$445K Buy
4,675
+2,110
+82% +$201K 0.01% 367
2022
Q1 		$286K Buy
+2,565
New +$287K 0.01% 465

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HB Wealth Management's NOW Position: Q2 2026 in Review

HB Wealth Management reduced its ServiceNow (NOW) stake by 23% in Q2 2026, selling an estimated $1.15M and leaving 38,426 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #324.

HB Wealth Management first reported a position in NOW in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.62M in Q3 2025. 2,221 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • HB Wealth Management held 38,426 shares of ServiceNow worth $3.81M as of Q2 2026.
  • HB Wealth Management sold 11,638 ServiceNow shares in Q2 2026, an estimated $1.15M.
  • ServiceNow made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #324 holding.
  • HB Wealth Management first reported a position in ServiceNow in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's ServiceNow position peaked at $9.62M in Q3 2025.
  • 2,221 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.