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 Q2	$572K	Buy	+5,760	New	+$570K	0.26%	70
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Primoris Wealth Advisors's NOW Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in ServiceNow (NOW) in Q2 2026: 5,760 shares worth $572K. The stake represents 0.26% of the portfolio and ranks #70 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in NOW as recently as Q4 2025.

Primoris Wealth Advisors first reported a position in NOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2M in Q4 2021. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Primoris Wealth Advisors held 5,760 shares of ServiceNow worth $572K as of Q2 2026.
ServiceNow was a new Primoris Wealth Advisors position in Q2 2026.
ServiceNow made up 0.26% of Primoris Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Primoris Wealth Advisors first reported a position in ServiceNow in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's ServiceNow position peaked at $2M in Q4 2021.
2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.