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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
Q2 		$3.26M Sell
32,878
-393
-1% -$38.9K 0.04% 472
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 $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

Summit Financial's NOW Position: Q2 2026 in Review

Summit Financial reduced its ServiceNow (NOW) stake by 1.2% in Q2 2026, selling an estimated $38.9K and leaving 32,878 shares worth $3.26M. The position accounts for 0.04% of the portfolio, ranked #472.

Summit Financial first reported a position in NOW in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q1 2026. 2,239 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Summit Financial held 32,878 shares of ServiceNow worth $3.26M as of Q2 2026.
  • Summit Financial sold 393 ServiceNow shares in Q2 2026, an estimated $38.9K.
  • ServiceNow made up 0.04% of Summit Financial's portfolio in Q2 2026, its #472 holding.
  • Summit Financial first reported a position in ServiceNow in Q3 2021 and has held it in 19 quarters since.
  • Summit Financial's ServiceNow position peaked at $3.48M in Q1 2026.
  • 2,239 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.