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Summit Wealth Group (Colorado)’s ServiceNow NOW Stock Holding History

Summit Wealth Group (Colorado)’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 		$786K Sell
7,914
-232
-3% -$23K 0.07% 156
2026
Q1 		$852K Buy
8,146
+1,177
+17% +$138K 0.09% 121
2025
Q4 		$1.07M Sell
6,969
-26,791
-79% -$4.6M 0.14% 91
2025
Q3 		$3.77M Buy
33,760
+27,765
+463% +$5.19M 0.4% 44
2025
Q2 		$1.23M Buy
+5,995
New +$1.13M 0.31% 76

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 Wealth Group (Colorado)'s NOW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its ServiceNow (NOW) stake by 2.8% in Q2 2026, selling an estimated $23K and leaving 7,914 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #156.

Summit Wealth Group (Colorado) first reported a position in NOW in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.77M in Q3 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,914 shares of ServiceNow worth $786K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 232 ServiceNow shares in Q2 2026, an estimated $23K.
  • ServiceNow made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #156 holding.
  • Summit Wealth Group (Colorado) first reported a position in ServiceNow in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s ServiceNow position peaked at $3.77M in Q3 2025.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.