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 Q3	$1.15M	Buy	8,596 +682	+9%	+$83.8K	0.07%	152
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NOW Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its ServiceNow (NOW) stake by 8.6% in Q3 2026, buying an estimated $83.8K and bringing the position to 8,596 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #152.

Summit Wealth Group (Colorado) first reported a position in NOW in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.77M in Q3 2025. 1,612 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

Summit Wealth Group (Colorado) held 8,596 shares of ServiceNow worth $1.15M as of Q3 2026.
Summit Wealth Group (Colorado) bought 682 ServiceNow shares in Q3 2026, an estimated $83.8K.
ServiceNow made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #152 holding.
Summit Wealth Group (Colorado) first reported a position in ServiceNow in Q2 2025 and has held it in 6 quarters since.
Summit Wealth Group (Colorado)'s ServiceNow position peaked at $3.77M in Q3 2025.
1,612 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.