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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T 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

SHP Wealth Management's NOW Position: Q1 2026 in Review

SHP Wealth Management increased its ServiceNow (NOW) stake by 6.9% in Q1 2026, buying an estimated $8K and bringing the position to 1,048 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #369.

SHP Wealth Management first reported a position in NOW in Q4 2025 and has held it in 2 quarters since. The position peaked at $150K in Q4 2025. 2,197 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • SHP Wealth Management held 1,048 shares of ServiceNow worth $110K as of Q1 2026.
  • SHP Wealth Management bought 68 ServiceNow shares in Q1 2026, an estimated $8K.
  • ServiceNow made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #369 holding.
  • SHP Wealth Management first reported a position in ServiceNow in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ServiceNow position peaked at $150K in Q4 2025.
  • 2,197 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.