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Mowery & Schoenfeld Wealth Management’s ServiceNow NOW Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-295
Closed -$45.2K – 451
2025
Q4 		$45.2K Buy
295
+190
+181% +$32.6K 0.07% 145
2025
Q3 		$19.3K Sell
105
-30
-22% -$5.6K 0.03% 179
2025
Q2 		$27.8K Hold
135
– – 0.04% 156
2025
Q1 		$21.5K Hold
135
– – 0.04% 199
2024
Q4 		$28.6K Sell
135
-425
-76% -$86.1K 0.06% 152
2024
Q3 		$100K Buy
+560
New +$92.1K 0.16% 62

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NOW Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 295 shares — an estimated $45.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NOW in Q3 2024 and held it in 6 quarters. The position peaked at $100K in Q3 2024. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 295 ServiceNow shares in Q1 2026, an estimated $45.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in ServiceNow in Q3 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's ServiceNow position peaked at $100K in Q3 2024.
  • 2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.