LWL
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Leo Wealth LLC’s ServiceNow NOW Stock Holding History

Leo Wealth LLC’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 		$366K Buy
+3,497
New +$411K 0.03% 318
2025
Q4 		– Sell
-1,185
Closed -$218K – 429
2025
Q3 		$218K Sell
1,185
-120
-9% -$22.4K 0.03% 266
2025
Q2 		$268K Buy
+1,305
New +$246K 0.02% 327
2025
Q1 		– Sell
-1,375
Closed -$292K – 341
2024
Q4 		$292K Buy
1,375
+100
+8% +$20.3K 0.03% 295
2024
Q3 		$228K Sell
1,275
-1,975
-61% -$325K 0.02% 316
2024
Q2 		$512K Sell
3,250
-405
-11% -$59.4K 0.05% 216
2024
Q1 		$561K Buy
3,655
+375
+11% +$56.8K 0.06% 201
2023
Q4 		$490K Buy
+3,280
New +$413K 0.05% 206

Other funds holding NOW

BlackRock
BlackRock New York $5.7T 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 $1.47T 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