QTR Family Wealth’s ServiceNow NOW Stock Holding History

QTR Family Wealth’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	–	Sell	-3,298	Closed	-$290K	–	359
2026 Q1	$290K	Buy	+3,298	New	+$388K	0.12%	201
2025 Q4	–	Sell	-1,405	Closed	-$259K	–	301
2025 Q3	$259K	Sell	1,405 -70	-5%	-$13.1K	0.12%	189
2025 Q2	$303K	Buy	+1,475	New	+$278K	0.19%	120

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 $3.38T AUM 44.17% 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

QTR Family Wealth's NOW Position: Q2 2026 in Review

QTR Family Wealth sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 3,298 shares — an estimated $290K sold.

QTR Family Wealth first reported a position in NOW in Q2 2025 and held it in 3 quarters. The position peaked at $303K in Q2 2025. 2,243 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

QTR Family Wealth reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
QTR Family Wealth sold 3,298 ServiceNow shares in Q2 2026, an estimated $290K.
QTR Family Wealth first reported a position in ServiceNow in Q2 2025 and held it in 3 quarters.
QTR Family Wealth's ServiceNow position peaked at $303K in Q2 2025.
2,243 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.