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Rooted Wealth Advisors’s ServiceNow NOW Stock Holding History

Rooted Wealth 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 		$626K Buy
6,307
+3,042
+93% +$301K 0.15% 84
2026
Q1 		$326K Buy
+3,265
New +$384K 0.09% 110
2025
Q1 		– Sell
-1,260
Closed -$266K – 95
2024
Q4 		$266K Sell
1,260
-20
-2% -$4.05K 0.1% 84
2024
Q3 		$232K Buy
+1,280
New +$210K 0.1% 88

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

Rooted Wealth Advisors's NOW Position: Q2 2026 in Review

Rooted Wealth Advisors increased its ServiceNow (NOW) stake by 93% in Q2 2026, buying an estimated $301K and bringing the position to 6,307 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #84.

Rooted Wealth Advisors first reported a position in NOW in Q3 2024 and has held it in 4 quarters since. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Rooted Wealth Advisors held 6,307 shares of ServiceNow worth $626K as of Q2 2026.
  • Rooted Wealth Advisors bought 3,042 ServiceNow shares in Q2 2026, an estimated $301K.
  • ServiceNow made up 0.15% of Rooted Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Rooted Wealth Advisors first reported a position in ServiceNow in Q3 2024 and has held it in 4 quarters since.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.