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Legend Financial Advisors’s ServiceNow NOW Stock Holding History

Legend 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
2025
Q3 		– Sell
-35
Closed -$7.2K – 119
2025
Q2 		$7.2K Buy
+35
New +$6.6K ﹤0.01% 126
2025
Q1 		– Sell
-35
Closed -$7.42K – 174
2024
Q4 		$7.42K Hold
35
– – 0.01% 132
2024
Q3 		$6.26K Hold
35
– – ﹤0.01% 119
2024
Q2 		$5.51K Sell
35
-5
-13% -$734 ﹤0.01% 186
2024
Q1 		$6.1K Buy
40
+30
+300% +$4.54K ﹤0.01% 151
2023
Q4 		$1.41K Buy
+10
New +$1.26K ﹤0.01% 184
2023
Q3 		– Sell
-50
Closed -$5.62K – 207
2023
Q2 		$5.62K Hold
50
– – ﹤0.01% 177
2023
Q1 		$4.65K Sell
50
-25
-33% -$2.18K ﹤0.01% 188
2022
Q4 		$5.82K Buy
+75
New +$5.86K 0.01% 194

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legend Financial Advisors's NOW Position: Q3 2025 in Review

Legend Financial Advisors sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 35 shares — an estimated $7.2K sold.

Legend Financial Advisors first reported a position in NOW in Q4 2022 and held it in 9 quarters. The position peaked at $7.42K in Q4 2024. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Legend Financial Advisors reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 35 ServiceNow shares in Q3 2025, an estimated $7.2K.
  • Legend Financial Advisors first reported a position in ServiceNow in Q4 2022 and held it in 9 quarters.
  • Legend Financial Advisors's ServiceNow position peaked at $7.42K in Q4 2024.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.