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Personal CFO Solutions’s ServiceNow NOW Stock Holding History

Personal CFO Solutions’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
Q2 		$1.83M Sell
18,404
-3,176
-15% -$314K 0.26% 66
2026
Q1 		$2.26M Buy
21,580
+8,845
+69% +$1.04M 0.32% 52
2025
Q4 		$1.95M Buy
12,735
+1,135
+10% +$195K 0.31% 54
2025
Q3 		$2.13M Buy
11,600
+390
+3% +$72.8K 0.37% 46
2025
Q2 		$2.3M Buy
11,210
+1,435
+15% +$271K 0.43% 43
2025
Q1 		$1.56M Sell
9,775
-2,705
-22% -$521K 0.32% 63
2024
Q4 		$2.65M Sell
12,480
-4,345
-26% -$880K 0.52% 30
2024
Q3 		$3.01M Sell
16,825
-350
-2% -$57.5K 0.42% 47
2024
Q2 		$2.7M Sell
17,175
-480
-3% -$70.4K 0.42% 49
2024
Q1 		$2.69M Sell
17,655
-2,395
-12% -$363K 0.42% 45
2023
Q4 		$2.83M Sell
20,050
-135
-0.7% -$17K 0.49% 39
2023
Q3 		$2.26M Sell
20,185
-240
-1% -$27.4K 0.45% 48
2023
Q2 		$2.3M Sell
20,425
-240
-1% -$24K 0.47% 40
2023
Q1 		$1.92M Buy
20,665
+1,565
+8% +$136K 0.4% 57
2022
Q4 		$1.48M Buy
19,100
+4,990
+35% +$390K 0.31% 65
2022
Q3 		$1.07M Sell
14,110
-195
-1% -$17.6K 0.27% 71
2022
Q2 		$1.36M Buy
14,305
+740
+5% +$70.5K 0.32% 55
2022
Q1 		$1.51M Buy
13,565
+490
+4% +$54.9K 0.3% 59
2021
Q4 		$1.7M Buy
13,075
+115
+0.9% +$15.1K 0.32% 55
2021
Q3 		$1.61M Sell
12,960
-1,175
-8% -$142K 0.33% 56
2021
Q2 		$1.55M Sell
14,135
-1,055
-7% -$107K 0.32% 58
2021
Q1 		$1.52M Buy
15,190
+500
+3% +$52.8K 0.33% 60
2020
Q4 		$1.62M Buy
14,690
+540
+4% +$56.2K 0.4% 53
2020
Q3 		$1M Sell
14,150
-890
-6% -$79.5K 0.33% 102
2020
Q2 		$1.22M Buy
15,040
+385
+3% +$27.2K 0.36% 65
2020
Q1 		$840K Buy
14,655
+4,585
+46% +$287K 0.3% 75
2019
Q4 		$567K Buy
+10,070
New +$531K 0.16% 132

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Personal CFO Solutions's NOW Position: Q2 2026 in Review

Personal CFO Solutions reduced its ServiceNow (NOW) stake by 15% in Q2 2026, selling an estimated $314K and leaving 18,404 shares worth $1.83M. The position accounts for 0.26% of the portfolio, ranked #66.

Personal CFO Solutions first reported a position in NOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.01M in Q3 2024. 2,234 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Personal CFO Solutions held 18,404 shares of ServiceNow worth $1.83M as of Q2 2026.
  • Personal CFO Solutions sold 3,176 ServiceNow shares in Q2 2026, an estimated $314K.
  • ServiceNow made up 0.26% of Personal CFO Solutions's portfolio in Q2 2026, its #66 holding.
  • Personal CFO Solutions first reported a position in ServiceNow in Q4 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's ServiceNow position peaked at $3.01M in Q3 2024.
  • 2,234 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.