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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
Q2 		$201K Buy
2,029
+244
+14% +$24.2K 0.01% 315
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 $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

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

SFMG Wealth Advisors increased its ServiceNow (NOW) stake by 14% in Q2 2026, buying an estimated $24.2K and bringing the position to 2,029 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #315.

SFMG Wealth Advisors first reported a position in NOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $281K in Q4 2024. 2,231 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • SFMG Wealth Advisors held 2,029 shares of ServiceNow worth $201K as of Q2 2026.
  • SFMG Wealth Advisors bought 244 ServiceNow shares in Q2 2026, an estimated $24.2K.
  • ServiceNow made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • SFMG Wealth Advisors first reported a position in ServiceNow in Q4 2023 and has held it in 9 quarters since.
  • SFMG Wealth Advisors's ServiceNow position peaked at $281K in Q4 2024.
  • 2,231 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.