SMART Wealth’s ServiceNow NOW Stock Holding History

SMART 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
2025 Q2	–	Sell	-2,810	Closed	-$447K	–	188
2025 Q1	$447K	Buy	+2,810	New	+$542K	0.16%	103

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SMART Wealth's NOW Position: Q2 2025 in Review

SMART Wealth sold out of ServiceNow (NOW) in Q2 2025, closing a stake of 2,810 shares — an estimated $447K sold.

SMART Wealth first reported a position in NOW in Q1 2025 and held it in 1 quarter. The position peaked at $447K in Q1 2025. 2,291 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

SMART Wealth reported no remaining ServiceNow position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 2,810 ServiceNow shares in Q2 2025, an estimated $447K.
SMART Wealth first reported a position in ServiceNow in Q1 2025 and held it in 1 quarter.
SMART Wealth's ServiceNow position peaked at $447K in Q1 2025.
2,291 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.