SWA
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SFMG Wealth Advisors’s ServiceNow NOW Stock Holding History

SFMG 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
Q1 		$187K Buy
+1,785
New +$210K 0.01% 301
2025
Q4 		– Sell
-1,120
Closed -$206K – 322
2025
Q3 		$206K Sell
1,120
-155
-12% -$29K 0.01% 279
2025
Q2 		$262K Sell
1,275
-75
-6% -$14.2K 0.02% 225
2025
Q1 		$215K Buy
1,350
+25
+2% +$4.82K 0.02% 248
2024
Q4 		$281K Buy
1,325
+65
+5% +$13.2K 0.02% 207
2024
Q3 		$226K Buy
+1,260
New +$207K 0.02% 232
2024
Q2 		– Sell
-1,510
Closed -$230K – 281
2024
Q1 		$230K Sell
1,510
-10
-0.7% -$1.51K 0.02% 229
2023
Q4 		$215K Buy
+1,520
New +$192K 0.02% 230

Other funds holding NOW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return