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Summit Financial’s ServiceNow NOW Stock Holding History

Summit Financial’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 		$3.48M Buy
33,271
+21,010
+171% +$2.47M 0.04% 418
2025
Q4 		$1.88M Buy
12,261
+31
+0.3% +$5.32K 0.03% 513
2025
Q3 		$2.25M Sell
12,230
-3,410
-22% -$637K 0.03% 451
2025
Q2 		$3.22M Buy
15,640
+5,255
+51% +$991K 0.07% 223
2025
Q1 		$1.65M Buy
10,385
+270
+3% +$52K 0.05% 286
2024
Q4 		$2.14M Buy
10,115
+1,115
+12% +$226K 0.08% 199
2024
Q3 		$1.61M Buy
9,000
+965
+12% +$159K 0.06% 195
2024
Q2 		$1.26M Buy
8,035
+2,935
+58% +$431K 0.06% 199
2024
Q1 		$778K Sell
5,100
-620
-11% -$93.9K 0.05% 219
2023
Q4 		$808K Sell
5,720
-565
-9% -$71.2K 0.05% 197
2023
Q3 		$703K Buy
6,285
+510
+9% +$58.2K 0.05% 198
2023
Q2 		$649K Buy
5,775
+2,750
+91% +$275K 0.05% 201
2023
Q1 		$281K Buy
+3,025
New +$263K 0.02% 215
2022
Q4 		– Sell
-5,045
Closed -$381K – 263
2022
Q3 		$381K Buy
5,045
+585
+13% +$52.7K 0.04% 192
2022
Q2 		$424K Buy
4,460
+1,190
+36% +$113K 0.04% 166
2022
Q1 		$364K Buy
3,270
+425
+15% +$47.6K 0.03% 207
2021
Q4 		$369K Buy
2,845
+295
+12% +$38.7K 0.03% 195
2021
Q3 		$317K Buy
+2,550
New +$309K 0.03% 184

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

Summit Financial's NOW Position: Q1 2026 in Review

Summit Financial increased its ServiceNow (NOW) stake by 171% in Q1 2026, buying an estimated $2.47M and bringing the position to 33,271 shares worth $3.48M. The position accounts for 0.04% of the portfolio, ranked #418.

Summit Financial first reported a position in NOW in Q3 2021 and has held it in 18 quarters since. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Summit Financial held 33,271 shares of ServiceNow worth $3.48M as of Q1 2026.
  • Summit Financial bought 21,010 ServiceNow shares in Q1 2026, an estimated $2.47M.
  • ServiceNow made up 0.04% of Summit Financial's portfolio in Q1 2026, its #418 holding.
  • Summit Financial first reported a position in ServiceNow in Q3 2021 and has held it in 18 quarters since.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.