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 Q3	–	Sell	-293	Closed	-$29.1K	–	468
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	$3.18K	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	$7.18K	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	$9.22K	Hold	95	–	–	﹤0.01%	398
2020 Q2	$7.7K	Hold	95	–	–	﹤0.01%	388
2020 Q1	$5.44K	Buy	+95	New	+$5.94K	﹤0.01%	396

Other funds holding NOW

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Heritage Wealth Advisors's NOW Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of ServiceNow (NOW) in Q3 2026, closing a stake of 293 shares — an estimated $29.1K sold.

Heritage Wealth Advisors first reported a position in NOW in Q1 2020 and held it in 21 quarters. The position peaked at $170K in Q2 2022. 1,775 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

Heritage Wealth Advisors reported no remaining ServiceNow position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 293 ServiceNow shares in Q3 2026, an estimated $29.1K.
Heritage Wealth Advisors first reported a position in ServiceNow in Q1 2020 and held it in 21 quarters.
Heritage Wealth Advisors's ServiceNow position peaked at $170K in Q2 2022.
1,775 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.