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Lantz Financial’s ServiceNow NOW Stock Holding History

Lantz Financial’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
-1,465
Closed -$270K – 254
2025
Q3 		$270K Sell
1,465
-100
-6% -$18.7K 0.06% 210
2025
Q2 		$322K Buy
1,565
+165
+12% +$31.1K 0.08% 177
2025
Q1 		$223K Sell
1,400
-305
-18% -$58.8K 0.06% 202
2024
Q4 		$362K Sell
1,705
-215
-11% -$43.6K 0.1% 165
2024
Q3 		$343K Buy
1,920
+135
+8% +$22.2K 0.09% 167
2024
Q2 		$281K Sell
1,785
-100
-5% -$14.7K 0.09% 173
2024
Q1 		$287K Sell
1,885
-665
-26% -$101K 0.09% 170
2023
Q4 		$360K Sell
2,550
-235
-8% -$29.6K 0.13% 141
2023
Q3 		$311K Buy
2,785
+30
+1% +$3.42K 0.12% 140
2023
Q2 		$310K Hold
2,755
– – 0.12% 138
2023
Q1 		$256K Buy
2,755
+155
+6% +$13.5K 0.11% 155
2022
Q4 		$202K Buy
+2,600
New +$203K 0.09% 173
2022
Q1 		– Sell
-1,695
Closed -$220K – 173
2021
Q4 		$220K Sell
1,695
-105
-6% -$13.8K 0.1% 142
2021
Q3 		$224K Sell
1,800
-120
-6% -$14.5K 0.11% 136
2021
Q2 		$211K Sell
1,920
-160
-8% -$16.2K 0.11% 139
2021
Q1 		$208K Buy
2,080
+135
+7% +$14.3K 0.12% 130
2020
Q4 		$214K Buy
+1,945
New +$202K 0.13% 116

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lantz Financial's NOW Position: Q4 2025 in Review

Lantz Financial sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,465 shares — an estimated $270K sold.

Lantz Financial first reported a position in NOW in Q4 2020 and held it in 17 quarters. The position peaked at $362K in Q4 2024. 2,324 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

  • Lantz Financial reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
  • Lantz Financial sold 1,465 ServiceNow shares in Q4 2025, an estimated $270K.
  • Lantz Financial first reported a position in ServiceNow in Q4 2020 and held it in 17 quarters.
  • Lantz Financial's ServiceNow position peaked at $362K in Q4 2024.
  • 2,324 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Lantz Financial's 13F filing for Q4 2025, filed 14 Jan 2026.