Icon Wealth Advisors’s ServiceNow NOW Stock Holding History

Icon 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	$304K	Sell	3,416 -23,408	-87%	-$2.75M	0.02%	322
2025 Q4	$4.25M	Buy	26,824 +4,539	+20%	+$779K	0.28%	60
2025 Q3	$4.1M	Sell	22,285 -6,425	-22%	-$1.2M	0.28%	62
2025 Q2	$5.9M	Buy	28,710 +9,180	+47%	+$1.73M	0.42%	49
2025 Q1	$3.11M	Sell	19,530 -8,810	-31%	-$1.7M	0.26%	73
2024 Q4	$6.01M	Sell	28,340 -6,350	-18%	-$1.29M	0.49%	44
2024 Q3	$6.21M	Sell	34,690 -35	-0.1%	-$5.75K	0.52%	39
2024 Q2	$5.66M	Buy	34,725 +45	+0.1%	+$6.6K	0.5%	40
2024 Q1	$5.29M	Sell	34,680 -12,780	-27%	-$1.94M	0.49%	39
2023 Q4	$6.71M	Buy	+47,460	New	+$5.98M	0.7%	26
2022 Q4	$2.62M	Sell	33,745 -1,040	-3%	-$81.3K	0.3%	79
2022 Q3	$2.63M	Buy	+34,785	New	+$3.13M	0.32%	75

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

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

Icon Wealth Advisors reduced its ServiceNow (NOW) stake by 87% in Q1 2026, selling an estimated $2.75M and leaving 3,416 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #322.

Icon Wealth Advisors first reported a position in NOW in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.71M in Q4 2023. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Icon Wealth Advisors held 3,416 shares of ServiceNow worth $304K as of Q1 2026.
Icon Wealth Advisors sold 23,408 ServiceNow shares in Q1 2026, an estimated $2.75M.
ServiceNow made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #322 holding.
Icon Wealth Advisors first reported a position in ServiceNow in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's ServiceNow position peaked at $6.71M in Q4 2023.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.