Perfromance Wealth Partners’s ServiceNow NOW Stock Holding History

Perfromance Wealth Partners’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	$212K	Sell	2,027 -4,425	-69%	-$521K	0.01%	200
2025 Q4	$988K	Buy	6,452 +952	+17%	+$163K	0.03%	77
2025 Q3	$1.01M	Sell	5,500 -150	-3%	-$28K	0.03%	78
2025 Q2	$1.16M	Buy	5,650 +495	+10%	+$93.4K	0.04%	63
2025 Q1	$821K	Buy	5,155 +375	+8%	+$72.3K	0.03%	67
2024 Q4	$1.01M	Sell	4,780 -85	-2%	-$17.2K	0.03%	67
2024 Q3	$870K	Buy	4,865 +2,790	+134%	+$459K	0.03%	66
2024 Q2	$326K	Sell	2,075 -55	-3%	-$8.07K	0.01%	116
2024 Q1	$325K	Hold	2,130	–	–	0.01%	121
2023 Q4	$301K	Sell	2,130 -195	-8%	-$24.6K	0.01%	133
2023 Q3	$260K	Buy	2,325 +250	+12%	+$28.5K	0.01%	144
2023 Q2	$235K	Buy	+2,075	New	+$207K	0.01%	164
2022 Q3	–	Sell	-2,440	Closed	-$232K	–	173
2022 Q2	$232K	Hold	2,440	–	–	0.01%	148
2022 Q1	$272K	Hold	2,440	–	–	0.01%	142
2021 Q4	$317K	Buy	+2,440	New	+$320K	0.01%	144

Other funds holding NOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Perfromance Wealth Partners's NOW Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its ServiceNow (NOW) stake by 69% in Q1 2026, selling an estimated $521K and leaving 2,027 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #200.

Perfromance Wealth Partners first reported a position in NOW in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Perfromance Wealth Partners held 2,027 shares of ServiceNow worth $212K as of Q1 2026.
Perfromance Wealth Partners sold 4,425 ServiceNow shares in Q1 2026, an estimated $521K.
ServiceNow made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #200 holding.
Perfromance Wealth Partners first reported a position in ServiceNow in Q4 2021 and has held it in 15 quarters since.
Perfromance Wealth Partners's ServiceNow position peaked at $1.16M in Q2 2025.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.