Heritage Wealth Advisors’s ServiceNow NOW Stock Holding History

Heritage 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 Q2	$29.1K	Buy	293 +168	+134%	+$16.6K	﹤0.01%	397
2026 Q1	$13.1K	Buy	125 +75	+150%	+$8.82K	﹤0.01%	499
2025 Q4	$7.66K	Buy	50 +30	+150%	+$5.15K	﹤0.01%	468
2025 Q3	$3.68K	Hold	20	–	–	﹤0.01%	494
2025 Q2	$4.11K	Hold	20	–	–	﹤0.01%	472
2025 Q1	$3.19K	Hold	20	–	–	﹤0.01%	483
2024 Q4	$4.24K	Hold	20	–	–	﹤0.01%	510
2024 Q3	$3.58K	Buy	+20	New	+$3.29K	﹤0.01%	512
2023 Q2	–	Sell	-95	Closed	-$8.83K	–	582
2023 Q1	$8.83K	Hold	95	–	–	﹤0.01%	450
2022 Q4	$7.38K	Hold	95	–	–	﹤0.01%	467
2022 Q3	$7.17K	Sell	95 -1,690	-95%	-$152K	﹤0.01%	437
2022 Q2	$170K	Buy	1,785 +1,690	+1,779%	+$161K	0.01%	214
2022 Q1	$11K	Hold	95	–	–	﹤0.01%	433
2021 Q4	$12K	Hold	95	–	–	﹤0.01%	438
2021 Q3	$11.8K	Hold	95	–	–	﹤0.01%	432
2021 Q2	$10.4K	Hold	95	–	–	﹤0.01%	447
2021 Q1	$9.5K	Hold	95	–	–	﹤0.01%	465
2020 Q4	$10K	Hold	95	–	–	﹤0.01%	456
2020 Q3	$9.21K	Hold	95	–	–	﹤0.01%	398
2020 Q2	$7.7K	Hold	95	–	–	﹤0.01%	388
2020 Q1	$5.45K	Buy	+95	New	+$5.94K	﹤0.01%	396

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

Heritage Wealth Advisors's NOW Position: Q2 2026 in Review

Heritage Wealth Advisors increased its ServiceNow (NOW) stake by 134% in Q2 2026, buying an estimated $16.6K and bringing the position to 293 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Heritage Wealth Advisors first reported a position in NOW in Q1 2020 and has held it in 21 quarters since. The position peaked at $170K in Q2 2022. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Heritage Wealth Advisors held 293 shares of ServiceNow worth $29.1K as of Q2 2026.
Heritage Wealth Advisors bought 168 ServiceNow shares in Q2 2026, an estimated $16.6K.
ServiceNow made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #397 holding.
Heritage Wealth Advisors first reported a position in ServiceNow in Q1 2020 and has held it in 21 quarters since.
Heritage Wealth Advisors's ServiceNow position peaked at $170K in Q2 2022.
2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.