Smith Salley Wealth Management’s ServiceNow NOW Stock Holding History

Smith Salley 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	$2.44M	Buy	23,297 +5,749	+33%	+$676K	0.12%	109
2025 Q4	$2.69M	Sell	17,548 -402	-2%	-$69K	0.13%	106
2025 Q3	$3.3M	Buy	17,950 +4,645	+35%	+$868K	0.17%	88
2025 Q2	$2.74M	Buy	13,305 +1,930	+17%	+$364K	0.16%	95
2025 Q1	$1.81M	Buy	+11,375	New	+$2.19M	0.12%	113
2024 Q3	–	Sell	-1,505	Closed	-$237K	–	244
2024 Q2	$237K	Sell	1,505 -475	-24%	-$69.7K	0.02%	210
2024 Q1	$302K	Buy	+1,980	New	+$300K	0.02%	198

Other funds holding NOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Smith Salley Wealth Management's NOW Position: Q1 2026 in Review

Smith Salley Wealth Management increased its ServiceNow (NOW) stake by 33% in Q1 2026, buying an estimated $676K and bringing the position to 23,297 shares worth $2.44M. The position accounts for 0.12% of the portfolio, ranked #109.

Smith Salley Wealth Management first reported a position in NOW in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.3M in Q3 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Smith Salley Wealth Management held 23,297 shares of ServiceNow worth $2.44M as of Q1 2026.
Smith Salley Wealth Management bought 5,749 ServiceNow shares in Q1 2026, an estimated $676K.
ServiceNow made up 0.12% of Smith Salley Wealth Management's portfolio in Q1 2026, its #109 holding.
Smith Salley Wealth Management first reported a position in ServiceNow in Q1 2024 and has held it in 7 quarters since.
Smith Salley Wealth Management's ServiceNow position peaked at $3.3M in Q3 2025.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.