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Mindset Wealth Management’s ServiceNow NOW Stock Holding History

Mindset 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
Q1 		$517K Sell
4,949
-201
-4% -$23.6K 0.14% 82
2025
Q4 		$789K Buy
5,150
+240
+5% +$41.2K 0.21% 52
2025
Q3 		$904K Buy
4,910
+1,280
+35% +$239K 0.25% 42
2025
Q2 		$747K Sell
3,630
-205
-5% -$38.7K 0.24% 44
2025
Q1 		$611K Buy
3,835
+430
+13% +$82.9K 0.24% 56
2024
Q4 		$722K Buy
3,405
+405
+14% +$82K 0.26% 34
2024
Q3 		$537K Buy
+3,000
New +$493K 0.22% 49

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

Mindset Wealth Management's NOW Position: Q1 2026 in Review

Mindset Wealth Management reduced its ServiceNow (NOW) stake by 3.9% in Q1 2026, selling an estimated $23.6K and leaving 4,949 shares worth $517K. The position accounts for 0.14% of the portfolio, ranked #82.

Mindset Wealth Management first reported a position in NOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $904K in Q3 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Mindset Wealth Management held 4,949 shares of ServiceNow worth $517K as of Q1 2026.
  • Mindset Wealth Management sold 201 ServiceNow shares in Q1 2026, an estimated $23.6K.
  • ServiceNow made up 0.14% of Mindset Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Mindset Wealth Management first reported a position in ServiceNow in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's ServiceNow position peaked at $904K in Q3 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.