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Marcum Wealth’s ServiceNow NOW Stock Holding History

Marcum Wealth’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
Q1 		$787K Buy
4,940
+1,540
+45% +$297K 0.07% 136
2024
Q4 		$721K Buy
3,400
+225
+7% +$45.6K 0.06% 148
2024
Q3 		$568K Buy
3,175
+15
+0.5% +$2.47K 0.05% 174
2024
Q2 		$497K Buy
3,160
+85
+3% +$12.5K 0.05% 191
2024
Q1 		$469K Buy
3,075
+65
+2% +$9.85K 0.05% 202
2023
Q4 		$425K Buy
3,010
+420
+16% +$52.9K 0.05% 202
2023
Q3 		$290K Buy
2,590
+425
+20% +$48.5K 0.03% 248
2023
Q2 		$243K Buy
+2,165
New +$216K 0.03% 287

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Marcum Wealth's NOW Position: Q1 2025 in Review

Marcum Wealth increased its ServiceNow (NOW) stake by 45% in Q1 2025, buying an estimated $297K and bringing the position to 4,940 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #136.

Marcum Wealth first reported a position in NOW in Q2 2023 and has held it in 8 quarters since. 2,159 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

  • Marcum Wealth held 4,940 shares of ServiceNow worth $787K as of Q1 2025.
  • Marcum Wealth bought 1,540 ServiceNow shares in Q1 2025, an estimated $297K.
  • ServiceNow made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #136 holding.
  • Marcum Wealth first reported a position in ServiceNow in Q2 2023 and has held it in 8 quarters since.
  • 2,159 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.