Mission Wealth Management
NOW icon

Mission Wealth Management’s ServiceNow NOW Stock Holding History

Mission 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
Q3 		$2.58M Sell
19,218
-6,975
-27% -$857K 0.04% 235
2026
Q2 		$2.6M Sell
26,193
-1,353
-5% -$134K 0.03% 263
2026
Q1 		$2.88M Buy
27,546
+927
+3% +$109K 0.06% 169
2025
Q4 		$4.08M Buy
26,619
+609
+2% +$104K 0.08% 134
2025
Q3 		$4.79M Sell
26,010
-1,650
-6% -$308K 0.1% 123
2025
Q2 		$5.69M Sell
27,660
-10,435
-27% -$1.97M 0.12% 104
2025
Q1 		$6.07M Buy
38,095
+5,200
+16% +$1M 0.15% 89
2024
Q4 		$6.97M Sell
32,895
-2,730
-8% -$553K 0.16% 80
2024
Q3 		$6.37M Buy
35,625
+2,160
+6% +$355K 0.15% 81
2024
Q2 		$5.27M Buy
33,465
+2,415
+8% +$354K 0.14% 87
2024
Q1 		$4.73M Buy
31,050
+9,190
+42% +$1.39M 0.12% 107
2023
Q4 		$3.09M Buy
21,860
+695
+3% +$87.6K 0.1% 109
2023
Q3 		$2.37M Sell
21,165
-140
-0.7% -$16K 0.09% 117
2023
Q2 		$2.39M Sell
21,305
-12,925
-38% -$1.29M 0.09% 113
2023
Q1 		$3.18M Buy
34,230
+105
+0.3% +$9.14K 0.13% 87
2022
Q4 		$2.65M Sell
34,125
-1,020
-3% -$79.7K 0.13% 102
2022
Q3 		$2.65M Buy
35,145
+440
+1% +$39.6K 0.14% 93
2022
Q2 		$3.3M Sell
34,705
-605
-2% -$57.7K 0.17% 75
2022
Q1 		$3.93M Buy
35,310
+1,420
+4% +$159K 0.18% 74
2021
Q4 		$4.4M Buy
33,890
+160
+0.5% +$21K 0.2% 64
2021
Q3 		$4.2M Buy
33,730
+19,595
+139% +$2.37M 0.21% 59
2021
Q2 		$1.55M Sell
14,135
-1,030
-7% -$104K 0.08% 119
2021
Q1 		$1.52M Buy
15,165
+4,160
+38% +$439K 0.09% 107
2020
Q4 		$1.21M Buy
11,005
+1,365
+14% +$142K 0.08% 121
2020
Q3 		$935K Sell
9,640
-2,105
-18% -$188K 0.07% 134
2020
Q2 		$951K Sell
11,745
-1,380
-11% -$97.4K 0.08% 114
2020
Q1 		$752K Buy
+13,125
New +$821K 0.08% 113
2019
Q1 		– Sell
-6,440
Closed -$229K – 320
2018
Q4 		$229K Buy
+6,440
New +$229K 0.03% 237

Other funds holding NOW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mission Wealth Management's NOW Position: Q3 2026 in Review

Mission Wealth Management reduced its ServiceNow (NOW) stake by 27% in Q3 2026, selling an estimated $857K and leaving 19,218 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #235.

Mission Wealth Management first reported a position in NOW in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.97M in Q4 2024. 2,038 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Mission Wealth Management held 19,218 shares of ServiceNow worth $2.58M as of Q3 2026.
  • Mission Wealth Management sold 6,975 ServiceNow shares in Q3 2026, an estimated $857K.
  • ServiceNow made up 0.04% of Mission Wealth Management's portfolio in Q3 2026, its #235 holding.
  • Mission Wealth Management first reported a position in ServiceNow in Q4 2018 and has held it in 28 quarters since.
  • Mission Wealth Management's ServiceNow position peaked at $6.97M in Q4 2024.
  • 2,038 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.