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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM