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Symphony Financial’s ServiceNow NOW Stock Holding History

Symphony Financial’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
Q2 		$757K Buy
7,584
+115
+2% +$11.4K 0.08% 155
2026
Q1 		$782K Buy
7,469
+1,628
+28% +$192K 0.1% 131
2025
Q4 		$900K Sell
5,841
-164
-3% -$28.1K 0.12% 112
2025
Q3 		$1.11M Sell
6,005
-29,930
-83% -$5.59M 0.13% 109
2025
Q2 		$1.07M Buy
+35,935
New +$6.78M 0.14% 110
2025
Q1 		– Sell
-4,685
Closed -$1.03M – 173
2024
Q4 		$1.03M Sell
4,685
-85
-2% -$17.2K 0.16% 101
2024
Q3 		$841K Sell
4,770
-10
-0.2% -$1.64K 0.14% 111
2024
Q2 		$740K Buy
4,780
+1,430
+43% +$210K 0.14% 113
2024
Q1 		$511K Sell
3,350
-85
-2% -$12.9K 0.12% 117
2023
Q4 		$500K Sell
3,435
-825
-19% -$104K 0.11% 133
2023
Q3 		$472K Buy
4,260
+505
+13% +$57.6K 0.12% 111
2023
Q2 		$412K Sell
3,755
-405
-10% -$40.5K 0.1% 130
2023
Q1 		$368K Sell
4,160
-480
-10% -$41.8K 0.1% 165
2022
Q4 		$370K Buy
4,640
+210
+5% +$16.4K 0.1% 157
2022
Q3 		$342K Sell
4,430
-1,885
-30% -$170K 0.11% 158
2022
Q2 		$601K Buy
6,315
+280
+5% +$26.7K 0.18% 117
2022
Q1 		$630K Buy
6,035
+1,860
+45% +$208K 0.15% 114
2021
Q4 		$524K Buy
4,175
+2,235
+115% +$293K 0.15% 111
2021
Q3 		$240K Sell
1,940
-835
-30% -$101K 0.08% 159
2021
Q2 		$306K Sell
2,775
-2,630
-49% -$267K 0.1% 135
2021
Q1 		$550K Buy
5,405
+2,295
+74% +$242K 0.15% 103
2020
Q4 		$328K Buy
3,110
+735
+31% +$76.4K 0.12% 120
2020
Q3 		$230K Buy
+2,375
New +$212K 0.09% 126

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Symphony Financial's NOW Position: Q2 2026 in Review

Symphony Financial increased its ServiceNow (NOW) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 7,584 shares worth $757K. The position accounts for 0.08% of the portfolio, ranked #155.

Symphony Financial first reported a position in NOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2025. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Symphony Financial held 7,584 shares of ServiceNow worth $757K as of Q2 2026.
  • Symphony Financial bought 115 ServiceNow shares in Q2 2026, an estimated $11.4K.
  • ServiceNow made up 0.08% of Symphony Financial's portfolio in Q2 2026, its #155 holding.
  • Symphony Financial first reported a position in ServiceNow in Q3 2020 and has held it in 23 quarters since.
  • Symphony Financial's ServiceNow position peaked at $1.11M in Q3 2025.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.