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Kaizen Financial Strategies’s ServiceNow NOW Stock Holding History

Kaizen Financial Strategies’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
2025
Q3 		– Sell
-1,395
Closed -$287K – 161
2025
Q2 		$287K Buy
1,395
+10
+0.7% +$1.89K 0.15% 118
2025
Q1 		$221K Buy
1,385
+370
+36% +$71.3K 0.13% 124
2024
Q4 		$215K Buy
+1,015
New +$206K 0.12% 122
2024
Q2 		– Sell
-3,050
Closed -$465K – 150
2024
Q1 		$465K Sell
3,050
-30
-1% -$4.54K 0.32% 60
2023
Q4 		$435K Sell
3,080
-70
-2% -$8.82K 0.33% 57
2023
Q3 		$352K Sell
3,150
-600
-16% -$68.4K 0.3% 56
2023
Q2 		$421K Buy
+3,750
New +$375K 0.36% 51

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kaizen Financial Strategies's NOW Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 1,395 shares — an estimated $287K sold.

Kaizen Financial Strategies first reported a position in NOW in Q2 2023 and held it in 7 quarters. The position peaked at $465K in Q1 2024. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Kaizen Financial Strategies reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,395 ServiceNow shares in Q3 2025, an estimated $287K.
  • Kaizen Financial Strategies first reported a position in ServiceNow in Q2 2023 and held it in 7 quarters.
  • Kaizen Financial Strategies's ServiceNow position peaked at $465K in Q1 2024.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.