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New Wave Wealth Advisors’s ServiceNow NOW Stock Holding History

New Wave Wealth 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 		– Sell
-1,627
Closed -$249K – 216
2025
Q4 		$249K Sell
1,627
-1,188
-42% -$204K 0.09% 157
2025
Q3 		$518K Sell
2,815
-50
-2% -$9.34K 0.2% 80
2025
Q2 		$589K Sell
2,865
-270
-9% -$50.9K 0.25% 66
2025
Q1 		$499K Sell
3,135
-220
-7% -$42.4K 0.22% 65
2024
Q4 		$711K Buy
3,355
+90
+3% +$18.2K 0.29% 55
2024
Q3 		$584K Sell
3,265
-870
-21% -$143K 0.27% 61
2024
Q2 		$651K Buy
+4,135
New +$607K 0.35% 52

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
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

New Wave Wealth Advisors's NOW Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,627 shares — an estimated $249K sold.

New Wave Wealth Advisors first reported a position in NOW in Q2 2024 and held it in 7 quarters. The position peaked at $711K in Q4 2024. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,627 ServiceNow shares in Q1 2026, an estimated $249K.
  • New Wave Wealth Advisors first reported a position in ServiceNow in Q2 2024 and held it in 7 quarters.
  • New Wave Wealth Advisors's ServiceNow position peaked at $711K in Q4 2024.
  • 2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.