MWM
NOW icon

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
Q2 		$506K Buy
5,095
+146
+3% +$14.5K 0.1% 100
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mindset Wealth Management's NOW Position: Q2 2026 in Review

Mindset Wealth Management increased its ServiceNow (NOW) stake by 3% in Q2 2026, buying an estimated $14.5K and bringing the position to 5,095 shares worth $506K. The position accounts for 0.1% of the portfolio, ranked #100.

Mindset Wealth Management first reported a position in NOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $904K in Q3 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Mindset Wealth Management held 5,095 shares of ServiceNow worth $506K as of Q2 2026.
  • Mindset Wealth Management bought 146 ServiceNow shares in Q2 2026, an estimated $14.5K.
  • ServiceNow made up 0.1% of Mindset Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Mindset Wealth Management first reported a position in ServiceNow in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's ServiceNow position peaked at $904K in Q3 2025.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.