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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Lord & Richards Wealth Management's NOW Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its ServiceNow (NOW) stake by 31% in Q2 2026, buying an estimated $259K and bringing the position to 11,104 shares worth $1.1M. The position accounts for 0.86% of the portfolio, ranked #31.

Lord & Richards Wealth Management first reported a position in NOW in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14M in Q3 2025. 547 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Lord & Richards Wealth Management held 11,104 shares of ServiceNow worth $1.1M as of Q2 2026.
Lord & Richards Wealth Management bought 2,613 ServiceNow shares in Q2 2026, an estimated $259K.
ServiceNow made up 0.86% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #31 holding.
Lord & Richards Wealth Management first reported a position in ServiceNow in Q1 2025 and has held it in 6 quarters since.
Lord & Richards Wealth Management's ServiceNow position peaked at $2.14M in Q3 2025.
547 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.