Lord & Richards Wealth Management
NOW icon

Lord & Richards Wealth Management’s ServiceNow NOW Stock Holding History

Lord & Richards Wealth Management’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
Q3 		$577K Sell
4,306
-6,798
-61% -$835K 0.44% 42
2026
Q2 		$1.1M Buy
11,104
+2,613
+31% +$259K 0.86% 31
2026
Q1 		$888K Buy
8,491
+655
+8% +$77.1K 0.78% 31
2025
Q4 		$1.2M Sell
7,836
-3,794
-33% -$651K 1.03% 27
2025
Q3 		$2.14M Buy
11,630
+3,260
+39% +$609K 1.96% 14
2025
Q2 		$1.72M Buy
8,370
+6,835
+445% +$1.29M 1.8% 13
2025
Q1 		$244K Buy
+1,535
New +$296K 0.28% 66

Other funds holding NOW

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lord & Richards Wealth Management's NOW Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its ServiceNow (NOW) stake by 61% in Q3 2026, selling an estimated $835K and leaving 4,306 shares worth $577K. The position accounts for 0.44% of the portfolio, ranked #42.

Lord & Richards Wealth Management first reported a position in NOW in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.14M in Q3 2025. 1,971 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Lord & Richards Wealth Management held 4,306 shares of ServiceNow worth $577K as of Q3 2026.
  • Lord & Richards Wealth Management sold 6,798 ServiceNow shares in Q3 2026, an estimated $835K.
  • ServiceNow made up 0.44% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Lord & Richards Wealth Management first reported a position in ServiceNow in Q1 2025 and has held it in 7 quarters since.
  • Lord & Richards Wealth Management's ServiceNow position peaked at $2.14M in Q3 2025.
  • 1,971 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.