Lifeworks Advisors’s ServiceNow NOW Stock Holding History

Lifeworks 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	–	Sell	-2,760	Closed	-$423K	–	321
2025 Q4	$423K	Buy	2,760 +645	+30%	+$111K	0.05%	227
2025 Q3	$389K	Buy	+2,115	New	+$395K	0.05%	232

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lifeworks Advisors's NOW Position: Q1 2026 in Review

Lifeworks Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 2,760 shares — an estimated $423K sold.

Lifeworks Advisors first reported a position in NOW in Q3 2025 and held it in 2 quarters. The position peaked at $423K in Q4 2025. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Lifeworks Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 2,760 ServiceNow shares in Q1 2026, an estimated $423K.
Lifeworks Advisors first reported a position in ServiceNow in Q3 2025 and held it in 2 quarters.
Lifeworks Advisors's ServiceNow position peaked at $423K in Q4 2025.
2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.