Kaufman Rossin Wealth’s ServiceNow NOW Stock Holding History

Kaufman Rossin Wealth’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	-1,406	Closed	-$215K	–	143
2025 Q4	$215K	Buy	1,406 +1	+0.1%	+$172	0.11%	145
2025 Q3	$259K	Sell	1,405 -1,045	-43%	-$195K	0.14%	109
2025 Q2	$504K	Sell	2,450 -480	-16%	-$90.6K	0.32%	47
2025 Q1	$467K	Buy	+2,930	New	+$565K	0.33%	44

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

Kaufman Rossin Wealth's NOW Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,406 shares — an estimated $215K sold.

Kaufman Rossin Wealth first reported a position in NOW in Q1 2025 and held it in 4 quarters. The position peaked at $504K in Q2 2025. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Kaufman Rossin Wealth reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 1,406 ServiceNow shares in Q1 2026, an estimated $215K.
Kaufman Rossin Wealth first reported a position in ServiceNow in Q1 2025 and held it in 4 quarters.
Kaufman Rossin Wealth's ServiceNow position peaked at $504K in Q2 2025.
2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.