HCR Wealth Advisors’s ServiceNow NOW Stock Holding History

HCR 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	-19,657	Closed	-$3.01M	–	253
2025 Q4	$3.01M	Buy	19,657 +807	+4%	+$138K	0.3%	57
2025 Q3	$3.43M	Buy	18,850 +2,570	+16%	+$480K	0.36%	46
2025 Q2	$3.35M	Sell	16,280 -40	-0.2%	-$7.55K	0.39%	44
2025 Q1	$2.6M	Buy	16,320 +500	+3%	+$96.4K	0.34%	50
2024 Q4	$3.35M	Buy	15,820 +340	+2%	+$68.9K	0.42%	40
2024 Q3	$2.77M	Buy	15,480 +915	+6%	+$150K	0.36%	47
2024 Q2	$2.29M	Sell	14,565 -1,090	-7%	-$160K	0.33%	51
2024 Q1	$2.39M	Sell	15,655 -1,235	-7%	-$187K	0.36%	48
2023 Q4	$2.39M	Buy	16,890 +2,895	+21%	+$365K	0.38%	45
2023 Q3	$1.56M	Buy	+13,995	New	+$1.6M	0.34%	55
2021 Q1	–	Sell	-2,710	Closed	-$298K	–	242
2020 Q4	$298K	Hold	2,710	–	–	0.06%	147
2020 Q3	$263K	Hold	2,710	–	–	0.06%	140
2020 Q2	$226K	Buy	+2,710	New	+$191K	0.05%	140

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

HCR Wealth Advisors's NOW Position: Q1 2026 in Review

HCR Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 19,657 shares — an estimated $3.01M sold.

HCR Wealth Advisors first reported a position in NOW in Q2 2020 and held it in 13 quarters. The position peaked at $3.43M in Q3 2025. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

HCR Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
HCR Wealth Advisors sold 19,657 ServiceNow shares in Q1 2026, an estimated $3.01M.
HCR Wealth Advisors first reported a position in ServiceNow in Q2 2020 and held it in 13 quarters.
HCR Wealth Advisors's ServiceNow position peaked at $3.43M in Q3 2025.
2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.