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Optimum Investment Advisors’s ServiceNow NOW Stock Holding History

Optimum Investment 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
2025
Q3 		$322K Buy
1,750
+500
+40% +$93.4K 0.13% 141
2025
Q2 		$257K Hold
1,250
– – 0.11% 155
2025
Q1 		$199K Hold
1,250
– – 0.09% 172
2024
Q4 		$265K Buy
1,250
+380
+44% +$77K 0.12% 152
2024
Q3 		$156K Buy
870
+370
+74% +$60.8K 0.07% 214
2024
Q2 		$78.7K Buy
+500
New +$73.4K 0.04% 296
2023
Q2 		– Sell
-100
Closed -$9.29K – 742
2023
Q1 		$9.29K Buy
+100
New +$8.71K ﹤0.01% 572
2022
Q3 		– Sell
-250
Closed -$24K – 857
2022
Q2 		$24K Hold
250
– – 0.01% 490
2022
Q1 		$28K Sell
250
-185
-43% -$20.7K 0.01% 528
2021
Q4 		$56K Hold
435
– – 0.02% 443
2021
Q3 		$54K Sell
435
-4,775
-92% -$578K 0.02% 442
2021
Q2 		$573K Sell
5,210
-2,500
-32% -$253K 0.18% 124
2021
Q1 		$771K Sell
7,710
-125
-2% -$13.2K 0.23% 99
2020
Q4 		$863K Buy
7,835
+500
+7% +$52K 0.26% 88
2020
Q3 		$711K Buy
7,335
+10
+0.1% +$893 0.24% 96
2020
Q2 		$593K Buy
7,325
+6,620
+939% +$467K 0.21% 112
2020
Q1 		$40K Hold
705
– – 0.02% 465
2019
Q4 		$40K Buy
705
+500
+244% +$26.3K 0.01% 555
2019
Q3 		$10K Sell
205
-2,440
-92% -$133K ﹤0.01% 798
2019
Q2 		$145K Hold
2,645
– – 0.05% 317
2019
Q1 		$130K Buy
2,645
+1,170
+79% +$51.4K 0.04% 337
2018
Q4 		$53K Buy
1,475
+975
+195% +$34.6K 0.02% 465
2018
Q3 		$20K Hold
500
– – 0.01% 736
2018
Q2 		$17K Buy
+500
New +$17.3K ﹤0.01% 765

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimum Investment Advisors's NOW Position: Q3 2025 in Review

Optimum Investment Advisors increased its ServiceNow (NOW) stake by 40% in Q3 2025, buying an estimated $93.4K and bringing the position to 1,750 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #141.

Optimum Investment Advisors first reported a position in NOW in Q2 2018 and has held it in 24 quarters since. The position peaked at $863K in Q4 2020. 2,242 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Optimum Investment Advisors held 1,750 shares of ServiceNow worth $322K as of Q3 2025.
  • Optimum Investment Advisors bought 500 ServiceNow shares in Q3 2025, an estimated $93.4K.
  • ServiceNow made up 0.13% of Optimum Investment Advisors's portfolio in Q3 2025, its #141 holding.
  • Optimum Investment Advisors first reported a position in ServiceNow in Q2 2018 and has held it in 24 quarters since.
  • Optimum Investment Advisors's ServiceNow position peaked at $863K in Q4 2020.
  • 2,242 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.