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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
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
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

QTR Family Wealth's NOW Position: Q1 2026 in Review

QTR Family Wealth opened a new position in ServiceNow (NOW) in Q1 2026: 3,298 shares worth $290K. The stake represents 0.12% of the portfolio and ranks #201 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in NOW as recently as Q3 2025.

QTR Family Wealth first reported a position in NOW in Q2 2025 and has held it in 3 quarters since. The position peaked at $303K in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • QTR Family Wealth held 3,298 shares of ServiceNow worth $290K as of Q1 2026.
  • ServiceNow was a new QTR Family Wealth position in Q1 2026.
  • ServiceNow made up 0.12% of QTR Family Wealth's portfolio in Q1 2026, its #201 holding.
  • QTR Family Wealth first reported a position in ServiceNow in Q2 2025 and has held it in 3 quarters since.
  • QTR Family Wealth's ServiceNow position peaked at $303K in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.