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Rockline Wealth Management’s ServiceNow NOW Stock Holding History

Rockline 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
Q1 		– Sell
-11,254
Closed -$1.72M – 116
2025
Q4 		$1.72M Buy
11,254
+1,184
+12% +$203K 0.35% 53
2025
Q3 		$1.85M Buy
10,070
+1,775
+21% +$332K 0.38% 53
2025
Q2 		$1.71M Buy
8,295
+555
+7% +$105K 0.4% 53
2025
Q1 		$1.23M Buy
7,740
+540
+8% +$104K 0.34% 53
2024
Q4 		$1.53M Buy
7,200
+435
+6% +$88.1K 0.41% 55
2024
Q3 		$1.21M Buy
6,765
+560
+9% +$92.1K 0.34% 58
2024
Q2 		$976K Buy
6,205
+260
+4% +$38.2K 0.3% 60
2024
Q1 		$906K Buy
5,945
+630
+12% +$95.4K 0.32% 60
2023
Q4 		$751K Buy
+5,315
New +$670K 0.31% 64

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockline Wealth Management's NOW Position: Q1 2026 in Review

Rockline Wealth Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 11,254 shares — an estimated $1.72M sold.

Rockline Wealth Management first reported a position in NOW in Q4 2023 and held it in 9 quarters. The position peaked at $1.85M in Q3 2025. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Rockline Wealth Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 11,254 ServiceNow shares in Q1 2026, an estimated $1.72M.
  • Rockline Wealth Management first reported a position in ServiceNow in Q4 2023 and held it in 9 quarters.
  • Rockline Wealth Management's ServiceNow position peaked at $1.85M in Q3 2025.
  • 2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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