Kingswood Wealth Advisors’s ServiceNow NOW Stock Holding History

Kingswood Wealth Advisors’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	$1.48M	Buy	14,878 +5,545	+59%	+$549K	0.06%	318
2026 Q1	$976K	Buy	9,333 +1,296	+16%	+$152K	0.05%	382
2025 Q4	$1.23M	Buy	8,037 +322	+4%	+$55.2K	0.06%	311
2025 Q3	$1.42M	Buy	7,715 +1,395	+22%	+$261K	0.09%	243
2025 Q2	$1.3M	Buy	6,320 +585	+10%	+$110K	0.1%	214
2025 Q1	$914K	Sell	5,735 -480	-8%	-$92.5K	0.08%	266
2024 Q4	$1.32M	Sell	6,215 -15,065	-71%	-$3.05M	0.1%	216
2024 Q3	$3.81M	Buy	21,280 +1,485	+8%	+$244K	0.27%	80
2024 Q2	$3.11M	Buy	19,795 +1,330	+7%	+$195K	0.28%	76
2024 Q1	$2.82M	Sell	18,465 -4,855	-21%	-$736K	0.32%	65
2023 Q4	$3.3M	Buy	23,320 +16,275	+231%	+$2.05M	0.37%	55
2023 Q3	$2.72M	Buy	7,045 +2,490	+55%	+$284K	0.46%	52
2023 Q2	$512K	Buy	+4,555	New	+$455K	0.16%	133

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's NOW Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its ServiceNow (NOW) stake by 59% in Q2 2026, buying an estimated $549K and bringing the position to 14,878 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #318.

Kingswood Wealth Advisors first reported a position in NOW in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.81M in Q3 2024. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Kingswood Wealth Advisors held 14,878 shares of ServiceNow worth $1.48M as of Q2 2026.
Kingswood Wealth Advisors bought 5,545 ServiceNow shares in Q2 2026, an estimated $549K.
ServiceNow made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #318 holding.
Kingswood Wealth Advisors first reported a position in ServiceNow in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's ServiceNow position peaked at $3.81M in Q3 2024.
2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.