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Michels Family Financial’s ServiceNow NOW Stock Holding History

Michels Family Financial’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
Q3 		– Sell
-3,150
Closed -$648K – 139
2025
Q2 		$648K Sell
3,150
-80
-2% -$15.1K 0.55% 59
2025
Q1 		$514K Buy
3,230
+15
+0.5% +$2.89K 0.47% 74
2024
Q4 		$682K Buy
+3,215
New +$651K 0.62% 50

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Michels Family Financial's NOW Position: Q3 2025 in Review

Michels Family Financial sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 3,150 shares — an estimated $648K sold.

Michels Family Financial first reported a position in NOW in Q4 2024 and held it in 3 quarters. The position peaked at $682K in Q4 2024. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Michels Family Financial reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Michels Family Financial sold 3,150 ServiceNow shares in Q3 2025, an estimated $648K.
  • Michels Family Financial first reported a position in ServiceNow in Q4 2024 and held it in 3 quarters.
  • Michels Family Financial's ServiceNow position peaked at $682K in Q4 2024.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Michels Family Financial's 13F filing for Q3 2025, filed 10 Nov 2025.