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Root Financial Partners’s ServiceNow NOW Stock Holding History

Root Financial Partners’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
-1,313
Closed -$137K – 2210
2026
Q1 		$137K Buy
1,313
+735
+127% +$86.5K 0.01% 441
2025
Q4 		$88.5K Sell
578
-442
-43% -$75.8K ﹤0.01% 509
2025
Q3 		$188K Buy
+1,020
New +$191K 0.01% 294
2025
Q2 		– Sell
-1,615
Closed -$257K – 263
2025
Q1 		$257K Buy
+1,615
New +$311K 0.03% 174

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's NOW Position: Q2 2026 in Review

Root Financial Partners sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 1,313 shares — an estimated $137K sold.

Root Financial Partners first reported a position in NOW in Q1 2025 and held it in 4 quarters. The position peaked at $257K in Q1 2025. 2,237 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Root Financial Partners reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,313 ServiceNow shares in Q2 2026, an estimated $137K.
  • Root Financial Partners first reported a position in ServiceNow in Q1 2025 and held it in 4 quarters.
  • Root Financial Partners's ServiceNow position peaked at $257K in Q1 2025.
  • 2,237 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.