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Mount Yale Investment Advisors’s ServiceNow NOW Stock Holding History

Mount Yale Investment Advisors’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 		$2M Buy
20,270
+6,051
+43% +$599K 0.04% 412
2026
Q1 		$1.49M Buy
14,219
+7,330
+106% +$862K 0.03% 439
2025
Q4 		$1.06M Sell
6,889
-4,196
-38% -$720K 0.05% 304
2025
Q3 		$2.04M Buy
11,085
+8,845
+395% +$1.65M 0.14% 160
2025
Q2 		$461K Hold
2,240
– – 0.04% 361
2025
Q1 		$357K Sell
2,240
-1,820
-45% -$351K 0.03% 391
2024
Q4 		$861K Buy
4,060
+290
+8% +$58.7K 0.07% 233
2024
Q3 		$674K Sell
3,770
-195
-5% -$32.1K 0.06% 278
2024
Q2 		$624K Sell
3,965
-355
-8% -$52.1K 0.05% 301
2024
Q1 		$659K Sell
4,320
-1,415
-25% -$214K 0.05% 300
2023
Q4 		$810K Buy
5,735
+2,025
+55% +$255K 0.08% 235
2023
Q3 		$415K Buy
3,710
+20
+0.5% +$2.28K 0.05% 334
2023
Q2 		$415K Buy
3,690
+140
+4% +$14K 0.04% 334
2023
Q1 		$330K Buy
+3,550
New +$309K 0.04% 363
2018
Q2 		– Sell
-1,230
Closed -$41K – 991
2018
Q1 		$41K Buy
+1,230
New +$38K 0.01% 653

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NOW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its ServiceNow (NOW) stake by 43% in Q2 2026, buying an estimated $599K and bringing the position to 20,270 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #412.

Mount Yale Investment Advisors first reported a position in NOW in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.04M in Q3 2025. 2,243 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Mount Yale Investment Advisors held 20,270 shares of ServiceNow worth $2M as of Q2 2026.
  • Mount Yale Investment Advisors bought 6,051 ServiceNow shares in Q2 2026, an estimated $599K.
  • ServiceNow made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • Mount Yale Investment Advisors first reported a position in ServiceNow in Q1 2018 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's ServiceNow position peaked at $2.04M in Q3 2025.
  • 2,243 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.