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Opes Wealth Management’s ServiceNow NOW Stock Holding History

Opes 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
Q1 		$269K Buy
2,575
+110
+4% +$12.9K 0.04% 121
2025
Q4 		$378K Sell
2,465
-70
-3% -$12K 0.06% 109
2025
Q3 		$467K Buy
2,535
+85
+3% +$15.9K 0.08% 95
2025
Q2 		$504K Sell
2,450
-10
-0.4% -$1.89K 0.09% 90
2025
Q1 		$392K Sell
2,460
-10
-0.4% -$1.93K 0.08% 101
2024
Q4 		$524K Buy
2,470
+10
+0.4% +$2.03K 0.11% 80
2024
Q3 		$440K Buy
2,460
+10
+0.4% +$1.64K 0.08% 87
2024
Q2 		$385K Sell
2,450
-30
-1% -$4.4K 0.08% 92
2024
Q1 		$378K Buy
2,480
+15
+0.6% +$2.27K 0.09% 98
2023
Q4 		$348K Sell
2,465
-15
-0.6% -$1.89K 0.08% 97
2023
Q3 		$277K Buy
2,480
+30
+1% +$3.42K 0.08% 103
2023
Q2 		$275K Buy
2,450
+60
+3% +$6K 0.08% 107
2023
Q1 		$222K Buy
+2,390
New +$208K 0.07% 102
2022
Q3 		– Sell
-2,390
Closed -$227K – 99
2022
Q2 		$227K Hold
2,390
– – 0.09% 87
2022
Q1 		$266K Hold
2,390
– – 0.09% 92
2021
Q4 		$310K Hold
2,390
– – 0.1% 88
2021
Q3 		$297K Hold
2,390
– – 0.11% 79
2021
Q2 		$263K Hold
2,390
– – 0.1% 77
2021
Q1 		$239K Hold
2,390
– – 0.09% 78
2020
Q4 		$263K Hold
2,390
– – 0.13% 70
2020
Q3 		$232K Buy
+2,390
New +$213K 0.11% 71

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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 $1.56T AUM 27.86% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
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

Opes Wealth Management's NOW Position: Q1 2026 in Review

Opes Wealth Management increased its ServiceNow (NOW) stake by 4.5% in Q1 2026, buying an estimated $12.9K and bringing the position to 2,575 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #121.

Opes Wealth Management first reported a position in NOW in Q3 2020 and has held it in 21 quarters since. The position peaked at $524K in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Opes Wealth Management held 2,575 shares of ServiceNow worth $269K as of Q1 2026.
  • Opes Wealth Management bought 110 ServiceNow shares in Q1 2026, an estimated $12.9K.
  • ServiceNow made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Opes Wealth Management first reported a position in ServiceNow in Q3 2020 and has held it in 21 quarters since.
  • Opes Wealth Management's ServiceNow position peaked at $524K in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.