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Physician Wealth Advisors’s ServiceNow NOW Stock Holding History

Physician 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
2026
Q1 		$607K Buy
5,803
+272
+5% +$32K 0.08% 93
2025
Q4 		$847K Sell
5,531
-574
-9% -$98.5K 0.12% 75
2025
Q3 		$1.12M Buy
6,105
+360
+6% +$67.2K 0.16% 66
2025
Q2 		$1.18M Buy
5,745
+20
+0.3% +$3.77K 0.19% 61
2025
Q1 		$912K Buy
5,725
+75
+1% +$14.5K 0.16% 71
2024
Q4 		$1.2M Sell
5,650
-235
-4% -$47.6K 0.2% 62
2024
Q3 		$1.09M Buy
5,885
+25
+0.4% +$4.11K 0.2% 60
2024
Q2 		$892K Buy
5,860
+245
+4% +$36K 0.16% 70
2024
Q1 		$836K Buy
5,615
+135
+2% +$20.5K 0.18% 71
2023
Q4 		$825K Sell
5,480
-705
-11% -$88.9K 0.18% 66
2023
Q3 		$698K Hold
6,185
– – 0.18% 67
2023
Q2 		$696K Hold
6,185
– – 0.17% 66
2023
Q1 		$588K Hold
6,185
– – 0.15% 68
2022
Q4 		$548K Hold
6,185
– – 0.15% 69
2022
Q3 		$520K Hold
6,185
– – 0.16% 68
2022
Q2 		$561K Hold
6,185
– – 0.16% 68
2022
Q1 		$618K Buy
6,185
+540
+10% +$60.5K 0.16% 73
2021
Q4 		$639K Sell
5,645
-30
-0.5% -$3.94K 0.17% 75
2021
Q3 		$753K Hold
5,675
– – 0.21% 62
2021
Q2 		$655K Hold
5,675
– – 0.19% 67
2021
Q1 		$583K Hold
5,675
– – 0.19% 70
2020
Q4 		$654K Sell
5,675
-225
-4% -$23.4K 0.22% 67
2020
Q3 		$562K Hold
5,900
– – 0.23% 60
2020
Q2 		$518K Hold
5,900
– – 0.21% 68
2020
Q1 		$354K Sell
5,900
-975
-14% -$61K 0.18% 75
2019
Q4 		$418K Hold
6,875
– – 0.19% 66
2019
Q3 		$385K Buy
+6,875
New +$374K 0.19% 68

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Physician Wealth Advisors's NOW Position: Q1 2026 in Review

Physician Wealth Advisors increased its ServiceNow (NOW) stake by 4.9% in Q1 2026, buying an estimated $32K and bringing the position to 5,803 shares worth $607K. The position accounts for 0.08% of the portfolio, ranked #93.

Physician Wealth Advisors first reported a position in NOW in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Physician Wealth Advisors held 5,803 shares of ServiceNow worth $607K as of Q1 2026.
  • Physician Wealth Advisors bought 272 ServiceNow shares in Q1 2026, an estimated $32K.
  • ServiceNow made up 0.08% of Physician Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Physician Wealth Advisors first reported a position in ServiceNow in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's ServiceNow position peaked at $1.2M in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.