Surience Private Wealth’s ServiceNow NOW Stock Holding History

Surience Private Wealth’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 Q1	–	Sell	-19,825	Closed	-$4.2M	–	33
2024 Q4	$4.2M	Buy	+19,825	New	+$4.02M	5.43%	11

Other funds holding NOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Surience Private Wealth's NOW Position: Q1 2025 in Review

Surience Private Wealth sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 19,825 shares — an estimated $4.2M sold.

Surience Private Wealth first reported a position in NOW in Q4 2024 and held it in 1 quarter. The position peaked at $4.2M in Q4 2024. 2,159 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

Surience Private Wealth reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
Surience Private Wealth sold 19,825 ServiceNow shares in Q1 2025, an estimated $4.2M.
Surience Private Wealth first reported a position in ServiceNow in Q4 2024 and held it in 1 quarter.
Surience Private Wealth's ServiceNow position peaked at $4.2M in Q4 2024.
2,159 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Surience Private Wealth's 13F filing for Q1 2025, filed 24 Apr 2025.