SWM
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SHP Wealth Management’s ServiceNow NOW Stock Holding History

SHP Wealth Management’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 		$96.5K Sell
972
-76
-7% -$7.53K 0.01% 418
2026
Q1 		$110K Buy
1,048
+68
+7% +$8K 0.01% 369
2025
Q4 		$150K Buy
+980
New +$168K 0.01% 293

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 $3.38T AUM 44.17% 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

SHP Wealth Management's NOW Position: Q2 2026 in Review

SHP Wealth Management reduced its ServiceNow (NOW) stake by 7.3% in Q2 2026, selling an estimated $7.53K and leaving 972 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #418.

SHP Wealth Management first reported a position in NOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $150K in Q4 2025. 2,242 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • SHP Wealth Management held 972 shares of ServiceNow worth $96.5K as of Q2 2026.
  • SHP Wealth Management sold 76 ServiceNow shares in Q2 2026, an estimated $7.53K.
  • ServiceNow made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #418 holding.
  • SHP Wealth Management first reported a position in ServiceNow in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ServiceNow position peaked at $150K in Q4 2025.
  • 2,242 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.