Summit Wealth Group’s ServiceNow NOW Stock Holding History

Summit Wealth Group’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
2025 Q4	–	Sell	-1,100	Closed	-$202K	–	120
2025 Q3	$202K	Hold	1,100	–	–	0.05%	109
2025 Q2	$226K	Buy	+1,100	New	+$208K	0.06%	105
2025 Q1	–	Sell	-1,090	Closed	-$231K	–	103
2024 Q4	$231K	Buy	+1,090	New	+$221K	0.07%	91
2023 Q2	–	Sell	-506,545	Closed	–	–	197
2023 Q1	$0	Buy	+506,545	New	+$44.1M	﹤0.01%	226
2022 Q1	–	Sell	-1,760	Closed	-$228K	–	35
2021 Q4	$228K	Sell	1,760 -15	-0.8%	-$1.97K	0.26%	28
2021 Q3	$221K	Sell	1,775 -100	-5%	-$12.1K	0.35%	40
2021 Q2	$206K	Sell	1,875 -80	-4%	-$8.11K	0.31%	23
2021 Q1	$196K	Hold	1,955	–	–	0.32%	14
2020 Q4	$215K	Buy	+1,955	New	+$203K	0.13%	41

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group's NOW Position: Q4 2025 in Review

Summit Wealth Group sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,100 shares — an estimated $202K sold.

Summit Wealth Group first reported a position in NOW in Q4 2020 and held it in 9 quarters. The position peaked at $231K in Q4 2024. 2,324 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Summit Wealth Group reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group sold 1,100 ServiceNow shares in Q4 2025, an estimated $202K.
Summit Wealth Group first reported a position in ServiceNow in Q4 2020 and held it in 9 quarters.
Summit Wealth Group's ServiceNow position peaked at $231K in Q4 2024.
2,324 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Summit Wealth Group's 13F filing for Q4 2025, filed 6 Feb 2026.