Roehl & Yi Investment Advisors’s ServiceNow NOW Stock Holding History

Roehl & Yi Investment 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	–	Sell	-2,199	Closed	-$230K	–	200
2026 Q1	$230K	Buy	+2,199	New	+$259K	0.09%	154
2025 Q3	–	Sell	-975	Closed	-$200K	–	180
2025 Q2	$200K	Buy	+975	New	+$184K	0.1%	150
2025 Q1	–	Sell	-1,090	Closed	-$231K	–	167
2024 Q4	$231K	Buy	+1,090	New	+$221K	0.13%	132

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

Roehl & Yi Investment Advisors's NOW Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 2,199 shares — an estimated $230K sold.

Roehl & Yi Investment Advisors first reported a position in NOW in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q4 2024. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Roehl & Yi Investment Advisors reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
Roehl & Yi Investment Advisors sold 2,199 ServiceNow shares in Q2 2026, an estimated $230K.
Roehl & Yi Investment Advisors first reported a position in ServiceNow in Q4 2024 and held it in 3 quarters.
Roehl & Yi Investment Advisors's ServiceNow position peaked at $231K in Q4 2024.
2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.