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Oxford Financial Group’s ServiceNow NOW Stock Holding History

Oxford Financial Group’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 		$260K Sell
2,490
-570
-19% -$67.1K 0.01% 226
2025
Q4 		$469K Sell
3,060
-355
-10% -$60.9K 0.03% 149
2025
Q3 		$629K Buy
3,415
+125
+4% +$23.3K 0.04% 123
2025
Q2 		$676K Buy
3,290
+1,795
+120% +$339K 0.04% 105
2025
Q1 		$238K Sell
1,495
-80
-5% -$15.4K 0.02% 193
2024
Q4 		$334K Sell
1,575
-145
-8% -$29.4K 0.02% 194
2024
Q3 		$308K Sell
1,720
-180
-9% -$29.6K 0.02% 200
2024
Q2 		$299K Buy
+1,900
New +$279K 0.02% 216

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

Oxford Financial Group's NOW Position: Q1 2026 in Review

Oxford Financial Group reduced its ServiceNow (NOW) stake by 19% in Q1 2026, selling an estimated $67.1K and leaving 2,490 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #226.

Oxford Financial Group first reported a position in NOW in Q2 2024 and has held it in 8 quarters since. The position peaked at $676K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Oxford Financial Group held 2,490 shares of ServiceNow worth $260K as of Q1 2026.
  • Oxford Financial Group sold 570 ServiceNow shares in Q1 2026, an estimated $67.1K.
  • ServiceNow made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #226 holding.
  • Oxford Financial Group first reported a position in ServiceNow in Q2 2024 and has held it in 8 quarters since.
  • Oxford Financial Group's ServiceNow position peaked at $676K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.