Pacific Capital Wealth Advisors’s ServiceNow NOW Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-125	Closed	-$26.5K	–	272
2024 Q4	$26.5K	Sell	125 -80	-39%	-$16.2K	﹤0.01%	198
2024 Q3	$36.7K	Sell	205 -50	-20%	-$8.22K	0.01%	186
2024 Q2	$40.1K	Buy	255 +200	+364%	+$29.3K	0.01%	175
2024 Q1	$8.39K	Buy	+55	New	+$8.33K	﹤0.01%	246
2022 Q2	–	Sell	-2,000	Closed	-$223K	–	91
2022 Q1	$223K	Hold	2,000	–	–	0.06%	89
2021 Q4	$260K	Hold	2,000	–	–	0.07%	80
2021 Q3	$249K	Hold	2,000	–	–	0.08%	75
2021 Q2	$220K	Hold	2,000	–	–	0.11%	73
2021 Q1	$200K	Buy	+2,000	New	+$211K	0.11%	64

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacific Capital Wealth Advisors's NOW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 125 shares — an estimated $26.5K sold.

Pacific Capital Wealth Advisors first reported a position in NOW in Q1 2021 and held it in 9 quarters. The position peaked at $260K in Q4 2021. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 125 ServiceNow shares in Q1 2025, an estimated $26.5K.
Pacific Capital Wealth Advisors first reported a position in ServiceNow in Q1 2021 and held it in 9 quarters.
Pacific Capital Wealth Advisors's ServiceNow position peaked at $260K in Q4 2021.
2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.