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McGlone Suttner Wealth Management’s ServiceNow NOW Stock Holding History

McGlone Suttner 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
2025
Q1 		– Sell
-1,565
Closed -$332K – 200
2024
Q4 		$332K Buy
1,565
+100
+7% +$20.3K 0.06% 130
2024
Q3 		$262K Buy
+1,465
New +$241K 0.05% 145
2024
Q1 		– Sell
-880
Closed -$124K – 570
2023
Q4 		$124K Buy
+880
New +$111K 0.02% 191

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

McGlone Suttner Wealth Management's NOW Position: Q1 2025 in Review

McGlone Suttner Wealth Management sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 1,565 shares — an estimated $332K sold.

McGlone Suttner Wealth Management first reported a position in NOW in Q4 2023 and held it in 3 quarters. The position peaked at $332K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

  • McGlone Suttner Wealth Management reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,565 ServiceNow shares in Q1 2025, an estimated $332K.
  • McGlone Suttner Wealth Management first reported a position in ServiceNow in Q4 2023 and held it in 3 quarters.
  • McGlone Suttner Wealth Management's ServiceNow position peaked at $332K in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.