PAWA
NOW icon

Palo Alto Wealth Advisors’s ServiceNow NOW Stock Holding History

Palo Alto 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
Q3 		$4.54M Hold
26,400
– – 1.32% 15
2025
Q2 		$5.43M Sell
26,400
-16,495
-38% -$3.11M 2.05% 12
2025
Q1 		$8.89M Buy
42,895
+125
+0.3% +$24.1K 3.47% 8
2024
Q4 		$9.07M Sell
42,770
-550
-1% -$111K 3.18% 7
2024
Q3 		$7.96M Buy
+43,320
New +$7.12M 3.29% 8

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

Palo Alto Wealth Advisors's NOW Position: Q3 2025 in Review

Palo Alto Wealth Advisors held its ServiceNow (NOW) position steady in Q3 2025 at 26,400 shares worth $4.54M. The position accounts for 1.32% of the portfolio, ranked #15.

Palo Alto Wealth Advisors first reported a position in NOW in Q3 2024 and has held it in 5 quarters since. The position peaked at $9.07M in Q4 2024. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Palo Alto Wealth Advisors held 26,400 shares of ServiceNow worth $4.54M as of Q3 2025.
  • Palo Alto Wealth Advisors left its ServiceNow share count unchanged in Q3 2025.
  • ServiceNow made up 1.32% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #15 holding.
  • Palo Alto Wealth Advisors first reported a position in ServiceNow in Q3 2024 and has held it in 5 quarters since.
  • Palo Alto Wealth Advisors's ServiceNow position peaked at $9.07M in Q4 2024.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.