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Legacy Financial Advisors’s ServiceNow NOW Stock Holding History

Legacy Financial 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
Q1 		$699K Sell
6,682
-5,997
-47% -$706K 0.1% 179
2025
Q4 		$1.94M Buy
12,679
+7,544
+147% +$1.29M 0.27% 61
2025
Q3 		$945K Sell
5,135
-110
-2% -$20.5K 0.13% 132
2025
Q2 		$1.08M Buy
5,245
+630
+14% +$119K 0.17% 101
2025
Q1 		$735K Sell
4,615
-285
-6% -$54.9K 0.12% 143
2024
Q4 		$1.04M Buy
4,900
+530
+12% +$107K 0.17% 103
2024
Q3 		$782K Buy
4,370
+250
+6% +$41.1K 0.13% 128
2024
Q2 		$648K Buy
4,120
+225
+6% +$33K 0.12% 148
2024
Q1 		$594K Buy
3,895
+75
+2% +$11.4K 0.11% 159
2023
Q4 		$540K Buy
3,820
+470
+14% +$59.2K 0.1% 158
2023
Q3 		$375K Buy
3,350
+825
+33% +$94.1K 0.07% 177
2023
Q2 		$284K Buy
2,525
+300
+13% +$30K 0.05% 204
2023
Q1 		$207K Buy
+2,225
New +$194K 0.04% 234
2022
Q2 		– Sell
-2,265
Closed -$252K – 247
2022
Q1 		$252K Buy
2,265
+710
+46% +$79.6K 0.06% 198
2021
Q4 		$202K Buy
+1,555
New +$204K 0.05% 201

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's NOW Position: Q1 2026 in Review

Legacy Financial Advisors reduced its ServiceNow (NOW) stake by 47% in Q1 2026, selling an estimated $706K and leaving 6,682 shares worth $699K. The position accounts for 0.1% of the portfolio, ranked #179.

Legacy Financial Advisors first reported a position in NOW in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2025. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Legacy Financial Advisors held 6,682 shares of ServiceNow worth $699K as of Q1 2026.
  • Legacy Financial Advisors sold 5,997 ServiceNow shares in Q1 2026, an estimated $706K.
  • ServiceNow made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #179 holding.
  • Legacy Financial Advisors first reported a position in ServiceNow in Q4 2021 and has held it in 15 quarters since.
  • Legacy Financial Advisors's ServiceNow position peaked at $1.94M in Q4 2025.
  • 2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.