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Marshall & Sterling Wealth Advisors’s ServiceNow NOW Stock Holding History

Marshall & Sterling Wealth 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
-3,176
Closed -$487K – 357
2025
Q4 		$487K Buy
3,176
+96
+3% +$16.5K 0.32% 58
2025
Q3 		$567K Buy
3,080
+110
+4% +$20.5K 0.36% 51
2025
Q2 		$611K Buy
2,970
+145
+5% +$27.4K 0.41% 44
2025
Q1 		$450K Sell
2,825
-205
-7% -$39.5K 0.31% 61
2024
Q4 		$642K Buy
+3,030
New +$614K 0.44% 40

Other funds holding NOW

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Marshall & Sterling Wealth Advisors's NOW Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 3,176 shares — an estimated $487K sold.

Marshall & Sterling Wealth Advisors first reported a position in NOW in Q4 2024 and held it in 5 quarters. The position peaked at $642K in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 3,176 ServiceNow shares in Q1 2026, an estimated $487K.
  • Marshall & Sterling Wealth Advisors first reported a position in ServiceNow in Q4 2024 and held it in 5 quarters.
  • Marshall & Sterling Wealth Advisors's ServiceNow position peaked at $642K in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.