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Synergy Asset Management’s ServiceNow NOW Stock Holding History

Synergy Asset Management’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
-235
Closed -$42K – 574
2024
Q4 		$42K Buy
+235
New +$47.6K ﹤0.01% 291
2023
Q4 		– Sell
-62,475
Closed -$6.98M – 168
2023
Q3 		$6.98M Buy
+62,475
New +$7.13M 1.38% 25

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Synergy Asset Management's NOW Position: Q1 2025 in Review

Synergy Asset Management sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 235 shares — an estimated $42K sold.

Synergy Asset Management first reported a position in NOW in Q3 2023 and held it in 2 quarters. The position peaked at $6.98M in Q3 2023. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

  • Synergy Asset Management reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 235 ServiceNow shares in Q1 2025, an estimated $42K.
  • Synergy Asset Management first reported a position in ServiceNow in Q3 2023 and held it in 2 quarters.
  • Synergy Asset Management's ServiceNow position peaked at $6.98M in Q3 2023.
  • 2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.