Physician Wealth Advisors
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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
Q3 		$742K Sell
5,540
-94
-2% -$11.6K 0.09% 101
2026
Q2 		$559K Sell
5,634
-169
-3% -$16.7K 0.07% 109
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's NOW Position: Q3 2026 in Review

Physician Wealth Advisors reduced its ServiceNow (NOW) stake by 1.7% in Q3 2026, selling an estimated $11.6K and leaving 5,540 shares worth $742K. The position accounts for 0.09% of the portfolio, ranked #101.

Physician Wealth Advisors first reported a position in NOW in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.2M in Q4 2024. 1,775 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Physician Wealth Advisors held 5,540 shares of ServiceNow worth $742K as of Q3 2026.
  • Physician Wealth Advisors sold 94 ServiceNow shares in Q3 2026, an estimated $11.6K.
  • ServiceNow made up 0.09% of Physician Wealth Advisors's portfolio in Q3 2026, its #101 holding.
  • Physician Wealth Advisors first reported a position in ServiceNow in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's ServiceNow position peaked at $1.2M in Q4 2024.
  • 1,775 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.