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Sound View Wealth Advisors Group’s ServiceNow NOW Stock Holding History

Sound View Wealth Advisors Group’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 		$703K Sell
6,722
-153
-2% -$18K 0.05% 236
2025
Q4 		$1.05M Sell
6,875
-215
-3% -$36.9K 0.07% 187
2025
Q3 		$1.3M Buy
7,090
+570
+9% +$106K 0.09% 169
2025
Q2 		$1.34M Buy
6,520
+1,025
+19% +$193K 0.1% 161
2025
Q1 		$875K Buy
5,495
+210
+4% +$40.5K 0.07% 190
2024
Q4 		$1.12M Buy
5,285
+100
+2% +$20.3K 0.09% 168
2024
Q3 		$927K Buy
5,185
+750
+17% +$123K 0.08% 184
2024
Q2 		$698K Sell
4,435
-15
-0.3% -$2.2K 0.07% 201
2024
Q1 		$679K Sell
4,450
-160
-3% -$24.2K 0.07% 206
2023
Q4 		$651K Buy
4,610
+345
+8% +$43.5K 0.07% 209
2023
Q3 		$477K Buy
4,265
+540
+14% +$61.6K 0.06% 226
2023
Q2 		$419K Sell
3,725
-730
-16% -$73K 0.05% 243
2023
Q1 		$414K Sell
4,455
-155
-3% -$13.5K 0.06% 242
2022
Q4 		$651K Sell
4,610
-395
-8% -$30.9K 0.07% 209
2022
Q3 		$378K Sell
5,005
-120
-2% -$10.8K 0.08% 185
2022
Q2 		$487K Buy
5,125
+340
+7% +$32.4K 0.1% 167
2022
Q1 		$533K Buy
4,785
+895
+23% +$100K 0.1% 168
2021
Q4 		$505K Buy
3,890
+1,530
+65% +$201K 0.1% 180
2021
Q3 		$294K Buy
+2,360
New +$286K 0.06% 235
2020
Q4 		– Sell
-2,080
Closed -$202K – 259
2020
Q3 		$202K Buy
+2,080
New +$186K 0.05% 238

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

Sound View Wealth Advisors Group's NOW Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its ServiceNow (NOW) stake by 2.2% in Q1 2026, selling an estimated $18K and leaving 6,722 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #236.

Sound View Wealth Advisors Group first reported a position in NOW in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Sound View Wealth Advisors Group held 6,722 shares of ServiceNow worth $703K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 153 ServiceNow shares in Q1 2026, an estimated $18K.
  • ServiceNow made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #236 holding.
  • Sound View Wealth Advisors Group first reported a position in ServiceNow in Q3 2020 and has held it in 20 quarters since.
  • Sound View Wealth Advisors Group's ServiceNow position peaked at $1.34M in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.