Primoris Wealth Advisors’s ServiceNow NOW Stock Holding History

Primoris 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	–	Sell	-5,045	Closed	-$773K	–	111
2025 Q4	$773K	Hold	5,045	–	–	0.46%	50
2025 Q3	$929K	Buy	5,045 +50	+1%	+$9.34K	0.59%	44
2025 Q2	$1.03M	Buy	4,995 +70	+1%	+$13.2K	0.7%	40
2025 Q1	$784K	Sell	4,925 -70	-1%	-$13.5K	0.61%	43
2024 Q4	$1.06M	Hold	4,995	–	–	0.81%	35
2024 Q3	$894K	Hold	4,995	–	–	0.65%	44
2024 Q2	$786K	Hold	4,995	–	–	0.63%	45
2024 Q1	$762K	Hold	4,995	–	–	0.61%	45
2023 Q4	$706K	Sell	4,995 -50	-1%	-$6.3K	0.67%	41
2023 Q3	$564K	Sell	5,045 -125	-2%	-$14.3K	0.68%	37
2023 Q2	$581K	Hold	5,170	–	–	0.64%	38
2023 Q1	$481K	Sell	5,170 -1,625	-24%	-$142K	0.59%	39
2022 Q4	$528K	Sell	6,795 -3,685	-35%	-$288K	0.81%	31
2022 Q3	$793K	Sell	10,480 -4,655	-31%	-$419K	1.41%	22
2022 Q2	$1.44M	Buy	15,135 +30	+0.2%	+$2.86K	2.07%	17
2022 Q1	$1.68M	Sell	15,105 -265	-2%	-$29.7K	1.57%	23
2021 Q4	$2M	Buy	+15,370	New	+$2.02M	1.61%	24

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Primoris Wealth Advisors sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 5,045 shares — an estimated $773K sold.

Primoris Wealth Advisors first reported a position in NOW in Q4 2021 and held it in 17 quarters. The position peaked at $2M in Q4 2021. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Primoris Wealth Advisors reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 5,045 ServiceNow shares in Q1 2026, an estimated $773K.
Primoris Wealth Advisors first reported a position in ServiceNow in Q4 2021 and held it in 17 quarters.
Primoris Wealth Advisors's ServiceNow position peaked at $2M in Q4 2021.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.