Heirloom Wealth Management’s ServiceNow NOW Stock Holding History

Heirloom 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
2025 Q3	–	Sell	-2,880	Closed	-$592K	–	46
2025 Q2	$592K	Buy	+2,880	New	+$543K	0.16%	28

Other funds holding NOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heirloom Wealth Management's NOW Position: Q3 2025 in Review

Heirloom Wealth Management sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 2,880 shares — an estimated $592K sold.

Heirloom Wealth Management first reported a position in NOW in Q2 2025 and held it in 1 quarter. The position peaked at $592K in Q2 2025. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

Heirloom Wealth Management reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
Heirloom Wealth Management sold 2,880 ServiceNow shares in Q3 2025, an estimated $592K.
Heirloom Wealth Management first reported a position in ServiceNow in Q2 2025 and held it in 1 quarter.
Heirloom Wealth Management's ServiceNow position peaked at $592K in Q2 2025.
2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Heirloom Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.