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Lake Street Private Wealth’s ServiceNow NOW Stock Holding History

Lake Street Private 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
2025
Q4 		– Sell
-1,110
Closed -$204K – 282
2025
Q3 		$204K Buy
1,110
+5
+0.5% +$934 0.03% 268
2025
Q2 		$227K Buy
+1,105
New +$208K 0.03% 235
2025
Q1 		– Sell
-1,070
Closed -$227K – 258
2024
Q4 		$227K Sell
1,070
-95
-8% -$19.2K 0.04% 221
2024
Q3 		$208K Sell
1,165
-11,810
-91% -$1.94M 0.03% 248
2024
Q2 		$2.04M Buy
12,975
+1,180
+10% +$173K 0.26% 91
2024
Q1 		$1.8M Buy
11,795
+4,875
+70% +$739K 0.25% 99
2023
Q4 		$978K Sell
6,920
-2,655
-28% -$335K 0.15% 132
2023
Q3 		$1.06M Buy
9,575
+735
+8% +$83.9K 0.19% 118
2023
Q2 		$994K Buy
+8,840
New +$884K 0.17% 129

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Private Wealth's NOW Position: Q4 2025 in Review

Lake Street Private Wealth sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,110 shares — an estimated $204K sold.

Lake Street Private Wealth first reported a position in NOW in Q2 2023 and held it in 9 quarters. The position peaked at $2.04M in Q2 2024. 2,312 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

  • Lake Street Private Wealth reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,110 ServiceNow shares in Q4 2025, an estimated $204K.
  • Lake Street Private Wealth first reported a position in ServiceNow in Q2 2023 and held it in 9 quarters.
  • Lake Street Private Wealth's ServiceNow position peaked at $2.04M in Q2 2024.
  • 2,312 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Lake Street Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.