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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
Q1 		$852K Buy
8,146
+1,177
+17% +$138K 0.09% 121
2025
Q4 		$1.07M Buy
+6,969
New +$1.2M 0.14% 91
2025
Q3 		– Sell
-5,995
Closed -$1.23M – 397
2025
Q2 		$1.23M Buy
+5,995
New +$1.13M 0.31% 76

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 Wealth Group (Colorado)'s NOW Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its ServiceNow (NOW) stake by 17% in Q1 2026, buying an estimated $138K and bringing the position to 8,146 shares worth $852K. The position accounts for 0.09% of the portfolio, ranked #121.

Summit Wealth Group (Colorado) first reported a position in NOW in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Summit Wealth Group (Colorado) held 8,146 shares of ServiceNow worth $852K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,177 ServiceNow shares in Q1 2026, an estimated $138K.
  • ServiceNow made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #121 holding.
  • Summit Wealth Group (Colorado) first reported a position in ServiceNow in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s ServiceNow position peaked at $1.23M in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.