PWM
NOW icon

Pines Wealth Management’s ServiceNow NOW Stock Holding History

Pines Wealth 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
2026
Q1 		$663K Buy
6,346
+4,296
+210% +$505K 0.21% 110
2025
Q4 		$314K Sell
2,050
-140
-6% -$24K 0.1% 169
2025
Q3 		$403K Sell
2,190
-685
-24% -$128K 0.14% 152
2025
Q2 		$601K Buy
2,875
+415
+17% +$78.3K 0.21% 111
2025
Q1 		$358K Buy
2,460
+35
+1% +$6.75K 0.17% 135
2024
Q4 		$497K Buy
+2,425
New +$491K 0.22% 115

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

Pines Wealth Management's NOW Position: Q1 2026 in Review

Pines Wealth Management increased its ServiceNow (NOW) stake by 210% in Q1 2026, buying an estimated $505K and bringing the position to 6,346 shares worth $663K. The position accounts for 0.21% of the portfolio, ranked #110.

Pines Wealth Management first reported a position in NOW in Q4 2024 and has held it in 6 quarters since. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Pines Wealth Management held 6,346 shares of ServiceNow worth $663K as of Q1 2026.
  • Pines Wealth Management bought 4,296 ServiceNow shares in Q1 2026, an estimated $505K.
  • ServiceNow made up 0.21% of Pines Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Pines Wealth Management first reported a position in ServiceNow in Q4 2024 and has held it in 6 quarters since.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.