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Modern Wealth Management’s ServiceNow NOW Stock Holding History

Modern 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 		$381K Sell
3,664
-12,054
-77% -$1.42M 0.01% 638
2025
Q4 		$2.41M Buy
15,718
+13,768
+706% +$2.36M 0.04% 270
2025
Q3 		$359K Sell
1,950
-140
-7% -$26.1K 0.01% 589
2025
Q2 		$430K Buy
2,090
+80
+4% +$15.1K 0.01% 514
2025
Q1 		$320K Buy
2,010
+290
+17% +$55.9K 0.01% 510
2024
Q4 		$365K Buy
1,720
+70
+4% +$14.2K 0.01% 420
2024
Q3 		$295K Buy
+1,650
New +$271K 0.02% 346

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

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

Modern Wealth Management reduced its ServiceNow (NOW) stake by 77% in Q1 2026, selling an estimated $1.42M and leaving 3,664 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #638.

Modern Wealth Management first reported a position in NOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q4 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Modern Wealth Management held 3,664 shares of ServiceNow worth $381K as of Q1 2026.
  • Modern Wealth Management sold 12,054 ServiceNow shares in Q1 2026, an estimated $1.42M.
  • ServiceNow made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #638 holding.
  • Modern Wealth Management first reported a position in ServiceNow in Q3 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's ServiceNow position peaked at $2.41M in Q4 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.