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Phoenix Financial’s ServiceNow NOW Stock Holding History

Phoenix Financial’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 		$2.39M Sell
22,905
-9,833
-30% -$1.16M 0.02% 156
2025
Q4 		$5.02M Buy
32,738
+6,723
+26% +$1.15M 0.05% 133
2025
Q3 		$4.79M Buy
26,015
+13,310
+105% +$2.49M 0.06% 131
2025
Q2 		$2.61M Buy
12,705
+8,070
+174% +$1.52M 0.03% 165
2025
Q1 		$738K Sell
4,635
-27,320
-85% -$5.27M 0.01% 232
2024
Q4 		$6.78M Sell
31,955
-3,140
-9% -$636K 0.09% 112
2024
Q3 		$6.28M Sell
35,095
-24,895
-41% -$4.09M 0.09% 119
2024
Q2 		$9.42M Buy
59,990
+48,615
+427% +$7.13M 0.14% 86
2024
Q1 		$1.73M Sell
11,375
-11,790
-51% -$1.79M 0.02% 198
2023
Q4 		$3.57M Sell
23,165
-6,300
-21% -$794K 0.06% 145
2023
Q3 		$3.29M Buy
29,465
+4,795
+19% +$547K 0.06% 144
2023
Q2 		$2.77M Buy
+24,670
New +$2.47M 0.06% 131
2023
Q1 		– Sell
-17,185
Closed -$1.33M – 326
2022
Q4 		$1.33M Buy
17,185
+6,500
+61% +$508K 0.03% 162
2022
Q3 		$824K Buy
10,685
+640
+6% +$57.6K 0.02% 213
2022
Q2 		$955K Buy
10,045
+150
+2% +$14.3K 0.02% 227
2022
Q1 		$1.1M Buy
+9,895
New +$1.11M 0.02% 254
2021
Q1 		– Sell
-1,920
Closed -$209K – 450
2020
Q4 		$209K Sell
1,920
-13,000
-87% -$1.35M 0.01% 345
2020
Q3 		$1.37M Sell
14,920
-17,435
-54% -$1.56M 0.06% 176
2020
Q2 		$2.43M Sell
32,355
-6,365
-16% -$449K 0.1% 143
2020
Q1 		$2.15M Buy
+38,720
New +$2.42M 0.11% 144

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Financial's NOW Position: Q1 2026 in Review

Phoenix Financial reduced its ServiceNow (NOW) stake by 30% in Q1 2026, selling an estimated $1.16M and leaving 22,905 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #156.

Phoenix Financial first reported a position in NOW in Q1 2020 and has held it in 20 quarters since. The position peaked at $9.42M in Q2 2024. 2,196 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Phoenix Financial held 22,905 shares of ServiceNow worth $2.39M as of Q1 2026.
  • Phoenix Financial sold 9,833 ServiceNow shares in Q1 2026, an estimated $1.16M.
  • ServiceNow made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #156 holding.
  • Phoenix Financial first reported a position in ServiceNow in Q1 2020 and has held it in 20 quarters since.
  • Phoenix Financial's ServiceNow position peaked at $9.42M in Q2 2024.
  • 2,196 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.