Independent Solutions Wealth Management’s ServiceNow NOW Stock Holding History

Independent Solutions 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
2026 Q1	–	Sell	-1,351	Closed	-$207K	–	194
2025 Q4	$207K	Sell	1,351 -24	-2%	-$4.12K	0.04%	166
2025 Q3	$253K	Sell	1,375 -340	-20%	-$63.5K	0.05%	158
2025 Q2	$353K	Buy	+1,715	New	+$324K	0.07%	143
2025 Q1	–	Sell	-12,460	Closed	-$2.64M	–	182
2024 Q4	$2.64M	Sell	12,460 -25	-0.2%	-$5.06K	0.58%	50
2024 Q3	$2.23M	Sell	12,485 -370	-3%	-$60.8K	0.5%	56
2024 Q2	$2.02M	Buy	12,855 +245	+2%	+$36K	0.46%	68
2024 Q1	$1.92M	Sell	12,610 -525	-4%	-$79.5K	0.46%	65
2023 Q4	$1.86M	Buy	13,135 +2,075	+19%	+$262K	0.48%	64
2023 Q3	$1.24M	Buy	+11,060	New	+$1.26M	0.32%	75
2021 Q2	–	Sell	-2,385	Closed	-$239K	–	212
2021 Q1	$239K	Sell	2,385 -700	-23%	-$73.9K	0.07%	174
2020 Q4	$340K	Buy	+3,085	New	+$321K	0.11%	131

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Solutions Wealth Management's NOW Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,351 shares — an estimated $207K sold.

Independent Solutions Wealth Management first reported a position in NOW in Q4 2020 and held it in 11 quarters. The position peaked at $2.64M in Q4 2024. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Independent Solutions Wealth Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Independent Solutions Wealth Management sold 1,351 ServiceNow shares in Q1 2026, an estimated $207K.
Independent Solutions Wealth Management first reported a position in ServiceNow in Q4 2020 and held it in 11 quarters.
Independent Solutions Wealth Management's ServiceNow position peaked at $2.64M in Q4 2024.
2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.