Schechter Investment Advisors’s ServiceNow NOW Stock Holding History

Schechter 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
2025 Q1	$2.5M	Sell	15,675 -4,305	-22%	-$830K	0.21%	98
2024 Q4	$4.24M	Sell	19,980 -4,820	-19%	-$976K	0.32%	64
2024 Q3	$4.44M	Sell	24,800 -635	-2%	-$104K	0.33%	58
2024 Q2	$4M	Buy	25,435 +940	+4%	+$138K	0.3%	59
2024 Q1	$3.73M	Sell	24,495 -6,945	-22%	-$1.05M	0.28%	64
2023 Q4	$4.44M	Sell	31,440 -965	-3%	-$122K	0.38%	50
2023 Q3	$3.62M	Buy	32,405 +795	+3%	+$90.7K	0.35%	50
2023 Q2	$3.55M	Buy	31,610 +3,310	+12%	+$331K	0.32%	53
2023 Q1	$2.63M	Sell	28,300 -3,430	-11%	-$299K	0.24%	79
2022 Q4	$2.46M	Buy	31,730 +8,320	+36%	+$650K	0.22%	88
2022 Q3	$1.77M	Sell	23,410 -1,575	-6%	-$142K	0.17%	118
2022 Q2	$2.38M	Buy	24,985 +3,425	+16%	+$326K	0.23%	70
2022 Q1	$2.4M	Buy	21,560 +4,240	+24%	+$475K	0.22%	85
2021 Q4	$2.25M	Buy	+17,320	New	+$2.27M	0.2%	94

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schechter Investment Advisors's NOW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its ServiceNow (NOW) stake by 22% in Q1 2025, selling an estimated $830K and leaving 15,675 shares worth $2.5M. The position accounts for 0.21% of the portfolio, ranked #98.

Schechter Investment Advisors first reported a position in NOW in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.44M in Q4 2023. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

Schechter Investment Advisors held 15,675 shares of ServiceNow worth $2.5M as of Q1 2025.
Schechter Investment Advisors sold 4,305 ServiceNow shares in Q1 2025, an estimated $830K.
ServiceNow made up 0.21% of Schechter Investment Advisors's portfolio in Q1 2025, its #98 holding.
Schechter Investment Advisors first reported a position in ServiceNow in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's ServiceNow position peaked at $4.44M in Q4 2023.
2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.