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Keudell/Morrison Wealth Management’s ServiceNow NOW Stock Holding History

Keudell/Morrison 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
Q2 		$301K Sell
3,030
-708
-19% -$70.1K 0.06% 195
2026
Q1 		$391K Buy
3,738
+178
+5% +$20.9K 0.08% 156
2025
Q4 		$545K Buy
+3,560
New +$611K 0.11% 122
2025
Q2 		$734K Buy
3,570
+280
+9% +$52.8K 0.16% 85
2025
Q1 		$524K Sell
3,290
-520
-14% -$100K 0.12% 107
2024
Q4 		$808K Sell
3,810
-395
-9% -$80K 0.21% 76
2024
Q3 		$752K Sell
4,205
-265
-6% -$43.6K 0.2% 87
2024
Q2 		$703K Sell
4,470
-10
-0.2% -$1.47K 0.21% 88
2024
Q1 		$683K Sell
4,480
-365
-8% -$55.3K 0.21% 86
2023
Q4 		$685K Buy
4,845
+795
+20% +$100K 0.23% 83
2023
Q3 		$453K Sell
4,050
-15
-0.4% -$1.71K 0.14% 105
2023
Q2 		$457K Sell
4,065
-25
-0.6% -$2.5K 0.13% 106
2023
Q1 		$380K Buy
4,090
+445
+12% +$38.8K 0.11% 118
2022
Q4 		$283K Buy
3,645
+900
+33% +$70.3K 0.09% 143
2022
Q3 		$207K Sell
2,745
-905
-25% -$81.5K 0.08% 167
2022
Q2 		$347K Sell
3,650
-330
-8% -$31.5K 0.13% 121
2022
Q1 		$443K Sell
3,980
-310
-7% -$34.7K 0.19% 107
2021
Q4 		$557K Sell
4,290
-120
-3% -$15.8K 0.22% 92
2021
Q3 		$549K Buy
4,410
+35
+0.8% +$4.24K 0.24% 95
2021
Q2 		$481K Sell
4,375
-535
-11% -$54.2K 0.26% 99
2021
Q1 		$491K Sell
4,910
-295
-6% -$31.1K 0.28% 94
2020
Q4 		$573K Sell
5,205
-60
-1% -$6.24K 0.36% 82
2020
Q3 		$511K Sell
5,265
-545
-9% -$48.7K 0.33% 80
2020
Q2 		$471K Buy
5,810
+105
+2% +$7.41K 0.39% 81
2020
Q1 		$327K Buy
+5,705
New +$357K 0.32% 97

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Keudell/Morrison Wealth Management's NOW Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its ServiceNow (NOW) stake by 19% in Q2 2026, selling an estimated $70.1K and leaving 3,030 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #195.

Keudell/Morrison Wealth Management first reported a position in NOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $808K in Q4 2024. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Keudell/Morrison Wealth Management held 3,030 shares of ServiceNow worth $301K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 708 ServiceNow shares in Q2 2026, an estimated $70.1K.
  • ServiceNow made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Keudell/Morrison Wealth Management first reported a position in ServiceNow in Q1 2020 and has held it in 25 quarters since.
  • Keudell/Morrison Wealth Management's ServiceNow position peaked at $808K in Q4 2024.
  • 2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.