Outlook Wealth Advisors
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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
Q3 		$378K Sell
2,822
-304
-10% -$37.4K 0.08% 223
2026
Q2 		$310K Buy
3,126
+50
+2% +$4.95K 0.07% 247
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Outlook Wealth Advisors's NOW Position: Q3 2026 in Review

Outlook Wealth Advisors reduced its ServiceNow (NOW) stake by 9.7% in Q3 2026, selling an estimated $37.4K and leaving 2,822 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #223.

Outlook Wealth Advisors first reported a position in NOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $886K in Q4 2024. 1,883 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Outlook Wealth Advisors held 2,822 shares of ServiceNow worth $378K as of Q3 2026.
  • Outlook Wealth Advisors sold 304 ServiceNow shares in Q3 2026, an estimated $37.4K.
  • ServiceNow made up 0.08% of Outlook Wealth Advisors's portfolio in Q3 2026, its #223 holding.
  • Outlook Wealth Advisors first reported a position in ServiceNow in Q4 2023 and has held it in 12 quarters since.
  • Outlook Wealth Advisors's ServiceNow position peaked at $886K in Q4 2024.
  • 1,883 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.