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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
Q2 		– Sell
-6,722
Closed -$703K – 455
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sound View Wealth Advisors Group's NOW Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 6,722 shares — an estimated $703K sold.

Sound View Wealth Advisors Group first reported a position in NOW in Q3 2020 and held it in 20 quarters. The position peaked at $1.34M in Q2 2025. 2,240 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 6,722 ServiceNow shares in Q2 2026, an estimated $703K.
  • Sound View Wealth Advisors Group first reported a position in ServiceNow in Q3 2020 and held it in 20 quarters.
  • Sound View Wealth Advisors Group's ServiceNow position peaked at $1.34M in Q2 2025.
  • 2,240 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.