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Outlook Wealth Advisors’s ServiceNow NOW Stock Holding History

Outlook 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 		$322K Sell
3,076
-886
-22% -$104K 0.08% 241
2025
Q4 		$607K Sell
3,962
-113
-3% -$19.4K 0.14% 150
2025
Q3 		$750K Sell
4,075
-40
-1% -$7.47K 0.19% 113
2025
Q2 		$846K Buy
4,115
+35
+0.9% +$6.6K 0.22% 93
2025
Q1 		$650K Sell
4,080
-100
-2% -$19.3K 0.18% 111
2024
Q4 		$886K Buy
4,180
+45
+1% +$9.12K 0.25% 82
2024
Q3 		$740K Sell
4,135
-40
-1% -$6.58K 0.21% 96
2024
Q2 		$657K Sell
4,175
-35
-0.8% -$5.14K 0.21% 102
2024
Q1 		$642K Buy
4,210
+425
+11% +$64.4K 0.2% 111
2023
Q4 		$535K Buy
+3,785
New +$477K 0.19% 114

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

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

Outlook Wealth Advisors reduced its ServiceNow (NOW) stake by 22% in Q1 2026, selling an estimated $104K and leaving 3,076 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #241.

Outlook Wealth Advisors first reported a position in NOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $886K in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Outlook Wealth Advisors held 3,076 shares of ServiceNow worth $322K as of Q1 2026.
  • Outlook Wealth Advisors sold 886 ServiceNow shares in Q1 2026, an estimated $104K.
  • ServiceNow made up 0.08% of Outlook Wealth Advisors's portfolio in Q1 2026, its #241 holding.
  • Outlook Wealth Advisors first reported a position in ServiceNow in Q4 2023 and has held it in 10 quarters since.
  • Outlook Wealth Advisors's ServiceNow position peaked at $886K in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.