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Morton Brown Family Wealth’s ServiceNow NOW Stock Holding History

Morton Brown Family Wealth’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
2025
Q3 		– Sell
-20
Closed -$4.11K – 307
2025
Q2 		$4.11K Hold
20
– – ﹤0.01% 250
2025
Q1 		$3.19K Buy
+20
New +$3.85K ﹤0.01% 259

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morton Brown Family Wealth's NOW Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 20 shares — an estimated $4.11K sold.

Morton Brown Family Wealth first reported a position in NOW in Q1 2025 and held it in 2 quarters. The position peaked at $4.11K in Q2 2025. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 20 ServiceNow shares in Q3 2025, an estimated $4.11K.
  • Morton Brown Family Wealth first reported a position in ServiceNow in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's ServiceNow position peaked at $4.11K in Q2 2025.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.