MWM
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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
Q2 		$260K Sell
2,622
-1,042
-28% -$103K ﹤0.01% 932
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 $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

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

Modern Wealth Management reduced its ServiceNow (NOW) stake by 28% in Q2 2026, selling an estimated $103K and leaving 2,622 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Modern Wealth Management first reported a position in NOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q4 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Modern Wealth Management held 2,622 shares of ServiceNow worth $260K as of Q2 2026.
  • Modern Wealth Management sold 1,042 ServiceNow shares in Q2 2026, an estimated $103K.
  • ServiceNow made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #932 holding.
  • Modern Wealth Management first reported a position in ServiceNow in Q3 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's ServiceNow position peaked at $2.41M in Q4 2025.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.