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Oak Harbor Wealth Partners’s ServiceNow NOW Stock Holding History

Oak Harbor Wealth Partners’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
-2,994
Closed -$459K – 289
2025
Q4 		$459K Buy
2,994
+109
+4% +$18.7K 0.11% 146
2025
Q3 		$531K Buy
2,885
+640
+29% +$120K 0.13% 133
2025
Q2 		$462K Buy
2,245
+340
+18% +$64.1K 0.12% 134
2025
Q1 		$303K Buy
+1,905
New +$367K 0.09% 165

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

Oak Harbor Wealth Partners's NOW Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 2,994 shares — an estimated $459K sold.

Oak Harbor Wealth Partners first reported a position in NOW in Q1 2025 and held it in 4 quarters. The position peaked at $531K in Q3 2025. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Oak Harbor Wealth Partners reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 2,994 ServiceNow shares in Q1 2026, an estimated $459K.
  • Oak Harbor Wealth Partners first reported a position in ServiceNow in Q1 2025 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's ServiceNow position peaked at $531K in Q3 2025.
  • 2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.