RKL Wealth Management
NOW icon

RKL Wealth Management’s ServiceNow NOW Stock Holding History

RKL 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
Q3 		$283K Buy
2,109
+27
+1% +$3.32K 0.02% 169
2026
Q2 		$207K Buy
2,082
+162
+8% +$16K 0.02% 186
2026
Q1 		$201K Sell
1,920
-70
-4% -$8.24K 0.02% 176
2025
Q4 		$305K Buy
1,990
+95
+5% +$16.3K 0.03% 161
2025
Q3 		$349K Hold
1,895
– – 0.03% 148
2025
Q2 		$390K Hold
1,895
– – 0.03% 141
2025
Q1 		$302K Sell
1,895
-5
-0.3% -$964 0.03% 150
2024
Q4 		$403K Buy
1,900
+5
+0.3% +$1.01K 0.04% 138
2024
Q3 		$339K Sell
1,895
-10
-0.5% -$1.64K 0.03% 123
2024
Q2 		$300K Sell
1,905
-30
-2% -$4.4K 0.03% 118
2024
Q1 		$295K Buy
1,935
+30
+2% +$4.54K 0.03% 123
2023
Q4 		$269K Hold
1,905
– – 0.03% 126
2023
Q3 		$213K Buy
1,905
+5
+0.3% +$570 0.03% 124
2023
Q2 		$214K Buy
+1,900
New +$190K 0.03% 126
2022
Q2 		– Sell
-2,260
Closed -$252K – 146
2022
Q1 		$252K Buy
2,260
+35
+2% +$3.92K 0.03% 128
2021
Q4 		$289K Hold
2,225
– – 0.03% 107
2021
Q3 		$277K Buy
2,225
+5
+0.2% +$605 0.04% 110
2021
Q2 		$244K Sell
2,220
-170
-7% -$17.2K 0.03% 122
2021
Q1 		$239K Buy
+2,390
New +$252K 0.03% 119

Other funds holding NOW

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

RKL Wealth Management's NOW Position: Q3 2026 in Review

RKL Wealth Management increased its ServiceNow (NOW) stake by 1.3% in Q3 2026, buying an estimated $3.32K and bringing the position to 2,109 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #169.

RKL Wealth Management first reported a position in NOW in Q1 2021 and has held it in 19 quarters since. The position peaked at $403K in Q4 2024. 646 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • RKL Wealth Management held 2,109 shares of ServiceNow worth $283K as of Q3 2026.
  • RKL Wealth Management bought 27 ServiceNow shares in Q3 2026, an estimated $3.32K.
  • ServiceNow made up 0.02% of RKL Wealth Management's portfolio in Q3 2026, its #169 holding.
  • RKL Wealth Management first reported a position in ServiceNow in Q1 2021 and has held it in 19 quarters since.
  • RKL Wealth Management's ServiceNow position peaked at $403K in Q4 2024.
  • 646 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.