Heartwood Wealth Advisors’s ServiceNow NOW Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-930	Closed	-$171K	–	469
2025 Q3	$171K	Buy	+930	New	+$174K	0.02%	212

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's NOW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 930 shares — an estimated $171K sold.

Heartwood Wealth Advisors first reported a position in NOW in Q3 2025 and held it in 1 quarter. The position peaked at $171K in Q3 2025. 2,326 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Heartwood Wealth Advisors reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 930 ServiceNow shares in Q4 2025, an estimated $171K.
Heartwood Wealth Advisors first reported a position in ServiceNow in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's ServiceNow position peaked at $171K in Q3 2025.
2,326 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.