Institute for Wealth Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.45M | Buy |
24,680
+1,058
| +4% | +$105K | 0.22% | 90 |
|
|
2026
Q1 | $2.47M | Buy |
23,622
+9,837
| +71% | +$1.16M | 0.26% | 87 |
|
|
2025
Q4 | $2.11M | Sell |
13,785
-2,365
| -15% | -$406K | 0.22% | 94 |
|
|
2025
Q3 | $2.97M | Buy |
16,150
+585
| +4% | +$109K | 0.31% | 64 |
|
|
2025
Q2 | $3.2M | Sell |
15,565
-400
| -3% | -$75.5K | 0.36% | 53 |
|
|
2025
Q1 | $2.54M | Buy |
15,965
+2,855
| +22% | +$550K | 0.33% | 66 |
|
|
2024
Q4 | $2.78M | Buy |
13,110
+55
| +0.4% | +$11.1K | 0.35% | 61 |
|
|
2024
Q3 | $2.34M | Sell |
13,055
-40
| -0.3% | -$6.58K | 0.29% | 71 |
|
|
2024
Q2 | $2.06M | Buy |
13,095
+95
| +0.7% | +$13.9K | 0.28% | 77 |
|
|
2024
Q1 | $1.98M | Hold |
13,000
| – | – | 0.26% | 81 |
|
|
2023
Q4 | $1.84M | Sell |
13,000
-610
| -4% | -$76.9K | 0.3% | 79 |
|
|
2023
Q3 | $1.52M | Sell |
13,610
-130
| -0.9% | -$14.8K | 0.27% | 89 |
|
|
2023
Q2 | $1.54M | Sell |
13,740
-15
| -0.1% | -$1.5K | 0.26% | 95 |
|
|
2023
Q1 | $1.28M | Buy |
13,755
+105
| +0.8% | +$9.14K | 0.24% | 109 |
|
|
2022
Q4 | $1.06M | Sell |
13,650
-3,990
| -23% | -$312K | 0.22% | 123 |
|
|
2022
Q3 | $1.33M | Buy |
17,640
+220
| +1% | +$19.8K | 0.3% | 92 |
|
|
2022
Q2 | $1.66M | Buy |
17,420
+115
| +0.7% | +$11K | 0.33% | 77 |
|
|
2022
Q1 | $1.93M | Buy |
17,305
+1,125
| +7% | +$126K | 0.31% | 79 |
|
|
2021
Q4 | $2.1M | Sell |
16,180
-135
| -0.8% | -$17.7K | 0.34% | 70 |
|
|
2021
Q3 | $2.03M | Buy |
16,315
+80
| +0.5% | +$9.69K | 0.36% | 68 |
|
|
2021
Q2 | $1.78M | Buy |
16,235
+500
| +3% | +$50.7K | 0.31% | 79 |
|
|
2021
Q1 | $1.57M | Buy |
15,735
+280
| +2% | +$29.6K | 0.3% | 88 |
|
|
2020
Q4 | $1.7M | Buy |
15,455
+1,615
| +12% | +$168K | 0.34% | 72 |
|
|
2020
Q3 | $1.34M | Buy |
13,840
+675
| +5% | +$60.3K | 0.31% | 83 |
|
|
2020
Q2 | $1.07M | Buy |
13,165
+170
| +1% | +$12K | 0.26% | 104 |
|
|
2020
Q1 | $745K | Sell |
12,995
-1,610
| -11% | -$101K | 0.23% | 122 |
|
|
2019
Q4 | $825K | Sell |
14,605
-75
| -0.5% | -$3.95K | 0.19% | 159 |
|
|
2019
Q3 | $745K | Sell |
14,680
-565
| -4% | -$30.7K | 0.19% | 159 |
|
|
2019
Q2 | $837K | Buy |
15,245
+1,460
| +11% | +$76.7K | 0.19% | 163 |
|
|
2019
Q1 | $680K | Sell |
13,785
-45
| -0.3% | -$1.98K | 0.15% | 190 |
|
|
2018
Q4 | $493K | Buy |
+13,830
| New | +$491K | 0.2% | 150 |
|
|
2018
Q1 | – | Sell |
-10,645
| Closed | -$278K | – | 355 |
|
|
2017
Q4 | $278K | Buy |
+10,645
| New | +$265K | 0.06% | 310 |
|
|
2017
Q3 | – | Sell |
-11,055
| Closed | -$234K | – | 343 |
|
|
2017
Q2 | $234K | Buy |
+11,055
| New | +$217K | 0.06% | 347 |
|
Other funds holding NOW
Institute for Wealth Management's NOW Position: Q2 2026 in Review
Institute for Wealth Management increased its ServiceNow (NOW) stake by 4.5% in Q2 2026, buying an estimated $105K and bringing the position to 24,680 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #90.
Institute for Wealth Management first reported a position in NOW in Q2 2017 and has held it in 33 quarters since. The position peaked at $3.2M in Q2 2025. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.
- Institute for Wealth Management held 24,680 shares of ServiceNow worth $2.45M as of Q2 2026.
- Institute for Wealth Management bought 1,058 ServiceNow shares in Q2 2026, an estimated $105K.
- ServiceNow made up 0.22% of Institute for Wealth Management's portfolio in Q2 2026, its #90 holding.
- Institute for Wealth Management first reported a position in ServiceNow in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's ServiceNow position peaked at $3.2M in Q2 2025.
- 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.