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Sax Wealth Advisors’s ServiceNow NOW Stock Holding History

Sax 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 		$376K Sell
3,599
-432
-11% -$42.8K 0.02% 404
2026
Q1 		$618K Sell
4,031
-80
-2% -$9.41K 0.03% 256
2025
Q4 		$630K Sell
4,111
-9
-0.2% -$1.54K 0.03% 259
2025
Q3 		$758K Buy
4,120
+130
+3% +$24.3K 0.04% 214
2025
Q2 		$821K Buy
3,990
+2,645
+197% +$499K 0.05% 192
2025
Q1 		$214K Sell
1,345
-1,670
-55% -$322K 0.02% 342
2024
Q4 		$639K Buy
3,015
+120
+4% +$24.3K 0.05% 167
2024
Q3 		$518K Sell
2,895
-210
-7% -$34.5K 0.05% 152
2024
Q2 		$489K Buy
3,105
+1,010
+48% +$148K 0.05% 146
2024
Q1 		$319K Hold
2,095
– – 0.04% 144
2023
Q4 		$296K Hold
2,095
– – 0.05% 148
2023
Q3 		$234K Hold
2,095
– – 0.05% 159
2023
Q2 		$235K Buy
+2,095
New +$209K 0.05% 152
2023
Q1 		– Sell
-3,730
Closed -$290K – 182
2022
Q4 		$290K Hold
3,730
– – 0.07% 136
2022
Q3 		$282K Hold
3,730
– – 0.07% 136
2022
Q2 		$355K Hold
3,730
– – 0.09% 125
2022
Q1 		$415K Hold
3,730
– – 0.1% 115
2021
Q4 		$484K Sell
3,730
-20
-0.5% -$2.63K 0.1% 117
2021
Q3 		$467K Hold
3,750
– – 0.11% 104
2021
Q2 		$412K Buy
3,750
+20
+0.5% +$2.03K 0.14% 103
2021
Q1 		$373K Buy
+3,730
New +$394K 0.14% 103

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Sax Wealth Advisors reduced its ServiceNow (NOW) stake by 11% in Q2 2026, selling an estimated $42.8K and leaving 3,599 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #404.

Sax Wealth Advisors first reported a position in NOW in Q1 2021 and has held it in 21 quarters since. The position peaked at $821K in Q2 2025. 442 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Sax Wealth Advisors held 3,599 shares of ServiceNow worth $376K as of Q2 2026.
  • Sax Wealth Advisors sold 432 ServiceNow shares in Q2 2026, an estimated $42.8K.
  • ServiceNow made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #404 holding.
  • Sax Wealth Advisors first reported a position in ServiceNow in Q1 2021 and has held it in 21 quarters since.
  • Sax Wealth Advisors's ServiceNow position peaked at $821K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.