NewSquare Capital’s ServiceNow NOW Stock Holding History

NewSquare Capital’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	-22,728	Closed	-$3.48M	–	219
2025 Q4	$3.48M	Sell	22,728 -11,032	-33%	-$1.89M	0.31%	88
2025 Q3	$6.21M	Buy	33,760 +370	+1%	+$69.1K	0.42%	79
2025 Q2	$6.87M	Buy	33,390 +1,580	+5%	+$298K	0.51%	63
2025 Q1	$5.07M	Buy	31,810 +875	+3%	+$169K	0.41%	82
2024 Q4	$6.56M	Buy	30,935 +1,525	+5%	+$309K	0.52%	57
2024 Q3	$5.26M	Buy	29,410 +29,260	+19,507%	+$4.81M	0.42%	83
2024 Q2	$23.6K	Buy	+150	New	+$22K	﹤0.01%	182
2023 Q4	–	Sell	-55	Closed	-$6.15K	–	594
2023 Q3	$6.15K	Sell	55 -100	-65%	-$11.4K	﹤0.01%	362
2023 Q2	$17.4K	Hold	155	–	–	﹤0.01%	268
2023 Q1	$14.4K	Buy	155 +65	+72%	+$5.66K	﹤0.01%	306
2022 Q4	$6.99K	Buy	+90	New	+$7.03K	﹤0.01%	331

Other funds holding NOW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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