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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's NOW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its ServiceNow (NOW) stake by 106% in Q1 2026, buying an estimated $862K and bringing the position to 14,219 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #439.

Mount Yale Investment Advisors first reported a position in NOW in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.04M in Q3 2025. 2,196 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Mount Yale Investment Advisors held 14,219 shares of ServiceNow worth $1.49M as of Q1 2026.
Mount Yale Investment Advisors bought 7,330 ServiceNow shares in Q1 2026, an estimated $862K.
ServiceNow made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #439 holding.
Mount Yale Investment Advisors first reported a position in ServiceNow in Q1 2018 and has held it in 14 quarters since.
Mount Yale Investment Advisors's ServiceNow position peaked at $2.04M in Q3 2025.
2,196 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.