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SkyOak Wealth’s ServiceNow NOW Stock Holding History

SkyOak Wealth’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 		$1.54M Buy
14,775
+1,230
+9% +$145K 0.28% 70
2025
Q4 		$2.07M Hold
13,545
– – 0.37% 61
2025
Q3 		$2.49M Hold
13,545
– – 0.47% 56
2025
Q2 		$2.79M Hold
13,545
– – 0.56% 47
2025
Q1 		$2.16M Hold
13,545
– – 0.47% 54
2024
Q4 		$2.87M Sell
13,545
-15
-0.1% -$3.04K 0.61% 44
2024
Q3 		$2.43M Sell
13,560
-500
-4% -$82.2K 0.54% 51
2024
Q2 		$2.21M Sell
14,060
-60
-0.4% -$8.8K 0.52% 51
2024
Q1 		$2.15M Sell
14,120
-215
-1% -$32.6K 0.52% 51
2023
Q4 		$2.03M Hold
14,335
– – 0.53% 49
2023
Q3 		$1.6M Hold
14,335
– – 0.47% 54
2023
Q2 		$1.61M Sell
14,335
-375
-3% -$37.5K 0.46% 53
2023
Q1 		$1.37M Buy
14,710
+780
+6% +$67.9K 0.42% 58
2022
Q4 		$1.08M Hold
13,930
– – 0.36% 69
2022
Q3 		$1.05M Sell
13,930
-310
-2% -$27.9K 0.38% 66
2022
Q2 		$1.35M Sell
14,240
-870
-6% -$82.9K 0.46% 59
2022
Q1 		$1.68M Hold
15,110
– – 0.47% 58
2021
Q4 		$1.96M Sell
15,110
-165
-1% -$21.7K 0.5% 56
2021
Q3 		$1.9M Hold
15,275
– – 0.51% 55
2021
Q2 		$1.68M Sell
15,275
-585
-4% -$59.3K 0.45% 62
2021
Q1 		$1.77M Sell
15,860
-220
-1% -$23.2K 0.49% 58
2020
Q4 		$1.77M Hold
16,080
– – 0.55% 57
2020
Q3 		$1.56M Sell
16,080
-10,820
-40% -$966K 0.56% 58
2020
Q2 		$2.18M Buy
26,900
+2,000
+8% +$141K 0.8% 32
2020
Q1 		$1.43M Sell
24,900
-29,165
-54% -$1.82M 0.73% 38
2019
Q4 		$3.05M Buy
+54,065
New +$2.85M 0.95% 28

Other funds holding NOW

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

SkyOak Wealth's NOW Position: Q1 2026 in Review

SkyOak Wealth increased its ServiceNow (NOW) stake by 9.1% in Q1 2026, buying an estimated $145K and bringing the position to 14,775 shares worth $1.54M. The position accounts for 0.28% of the portfolio, ranked #70.

SkyOak Wealth first reported a position in NOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.05M in Q4 2019. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • SkyOak Wealth held 14,775 shares of ServiceNow worth $1.54M as of Q1 2026.
  • SkyOak Wealth bought 1,230 ServiceNow shares in Q1 2026, an estimated $145K.
  • ServiceNow made up 0.28% of SkyOak Wealth's portfolio in Q1 2026, its #70 holding.
  • SkyOak Wealth first reported a position in ServiceNow in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's ServiceNow position peaked at $3.05M in Q4 2019.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.