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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Heritage Wealth Advisors increased its ServiceNow (NOW) stake by 150% in Q1 2026, buying an estimated $8.82K and bringing the position to 125 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Heritage Wealth Advisors first reported a position in NOW in Q1 2020 and has held it in 20 quarters since. The position peaked at $170K in Q2 2022. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Heritage Wealth Advisors held 125 shares of ServiceNow worth $13.1K as of Q1 2026.
Heritage Wealth Advisors bought 75 ServiceNow shares in Q1 2026, an estimated $8.82K.
ServiceNow made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #499 holding.
Heritage Wealth Advisors first reported a position in ServiceNow in Q1 2020 and has held it in 20 quarters since.
Heritage Wealth Advisors's ServiceNow position peaked at $170K in Q2 2022.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.