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North Berkeley Wealth Management’s ServiceNow NOW Stock Holding History

North Berkeley 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
Q2 		$228K Buy
2,295
+295
+15% +$29.2K 0.09% 73
2026
Q1 		$209K Hold
2,000
– – 0.11% 71
2025
Q4 		$306K Hold
2,000
– – 0.18% 63
2025
Q3 		$368K Hold
2,000
– – 0.29% 49
2025
Q2 		$411K Sell
2,000
-250
-11% -$47.2K 0.38% 39
2025
Q1 		$358K Sell
2,250
-500
-18% -$96.4K 0.37% 42
2024
Q4 		$583K Buy
+2,750
New +$557K 0.59% 29

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
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

North Berkeley Wealth Management's NOW Position: Q2 2026 in Review

North Berkeley Wealth Management increased its ServiceNow (NOW) stake by 15% in Q2 2026, buying an estimated $29.2K and bringing the position to 2,295 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #73.

North Berkeley Wealth Management first reported a position in NOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q4 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • North Berkeley Wealth Management held 2,295 shares of ServiceNow worth $228K as of Q2 2026.
  • North Berkeley Wealth Management bought 295 ServiceNow shares in Q2 2026, an estimated $29.2K.
  • ServiceNow made up 0.09% of North Berkeley Wealth Management's portfolio in Q2 2026, its #73 holding.
  • North Berkeley Wealth Management first reported a position in ServiceNow in Q4 2024 and has held it in 7 quarters since.
  • North Berkeley Wealth Management's ServiceNow position peaked at $583K in Q4 2024.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.