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Octavia Wealth Advisors’s ServiceNow NOW Stock Holding History

Octavia 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
-1,345
Closed -$206K – 245
2025
Q4 		$206K Sell
1,345
-220
-14% -$37.7K 0.02% 237
2025
Q3 		$288K Buy
1,565
+125
+9% +$23.3K 0.03% 201
2025
Q2 		$296K Sell
1,440
-5
-0.3% -$943 0.03% 163
2025
Q1 		$230K Buy
1,445
+200
+16% +$38.5K 0.03% 205
2024
Q4 		$264K Hold
1,245
– – 0.03% 185
2024
Q3 		$223K Buy
+1,245
New +$205K 0.03% 204

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

Octavia Wealth Advisors's NOW Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,345 shares — an estimated $206K sold.

Octavia Wealth Advisors first reported a position in NOW in Q3 2024 and held it in 6 quarters. The position peaked at $296K in Q2 2025. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 1,345 ServiceNow shares in Q1 2026, an estimated $206K.
  • Octavia Wealth Advisors first reported a position in ServiceNow in Q3 2024 and held it in 6 quarters.
  • Octavia Wealth Advisors's ServiceNow position peaked at $296K in Q2 2025.
  • 2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.