Phillips Financial Management’s ServiceNow NOW Stock Holding History

Phillips Financial Management’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 Q4	–	Sell	-1,345	Closed	-$248K	–	326
2025 Q3	$248K	Buy	+1,345	New	+$251K	0.02%	185

Other funds holding NOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phillips Financial Management's NOW Position: Q4 2025 in Review

Phillips Financial Management sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,345 shares — an estimated $248K sold.

Phillips Financial Management first reported a position in NOW in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 2,325 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Phillips Financial Management reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Phillips Financial Management sold 1,345 ServiceNow shares in Q4 2025, an estimated $248K.
Phillips Financial Management first reported a position in ServiceNow in Q3 2025 and held it in 1 quarter.
Phillips Financial Management's ServiceNow position peaked at $248K in Q3 2025.
2,325 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Phillips Financial Management's 13F filing for Q4 2025, filed 26 Jan 2026.