Synergy Financial Group’s ServiceNow NOW Stock Holding History

Synergy Financial 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
2026 Q1	$702K	Buy	6,711 +96	+1%	+$11.3K	0.53%	37
2025 Q4	$1.01M	Sell	6,615 -25	-0.4%	-$4.29K	0.71%	28
2025 Q3	$1.22M	Buy	6,640 +5	+0.1%	+$934	0.82%	26
2025 Q2	$1.36M	Sell	6,635 -465	-7%	-$87.7K	1%	23
2025 Q1	$1.13M	Sell	7,100 -350	-5%	-$67.5K	1.01%	24
2024 Q4	$1.58M	Sell	7,450 -995	-12%	-$202K	1.32%	19
2024 Q3	$1.51M	Sell	8,445 -560	-6%	-$92.1K	1.43%	15
2024 Q2	$1.42M	Buy	9,005 +440	+5%	+$64.6K	1.48%	15
2024 Q1	$1.31M	Sell	8,565 -660	-7%	-$100K	1.47%	16
2023 Q4	$1.3M	Sell	9,225 -390	-4%	-$49.2K	1.6%	16
2023 Q3	$1.07M	Hold	9,615	–	–	1.5%	16
2023 Q2	$1.08M	Buy	9,615 +5,460	+131%	+$546K	1.46%	18
2023 Q1	$386K	Hold	4,155	–	–	0.63%	40
2022 Q4	$323K	Sell	4,155 -260	-6%	-$20.3K	0.64%	44
2022 Q3	$333K	Buy	4,415 +425	+11%	+$38.3K	0.5%	54
2022 Q2	$379K	Hold	3,990	–	–	0.59%	51
2022 Q1	$444K	Hold	3,990	–	–	0.47%	56
2021 Q4	$518K	Buy	+3,990	New	+$524K	0.46%	55

Other funds holding NOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Synergy Financial Group's NOW Position: Q1 2026 in Review

Synergy Financial Group increased its ServiceNow (NOW) stake by 1.5% in Q1 2026, buying an estimated $11.3K and bringing the position to 6,711 shares worth $702K. The position accounts for 0.53% of the portfolio, ranked #37.

Synergy Financial Group first reported a position in NOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Synergy Financial Group held 6,711 shares of ServiceNow worth $702K as of Q1 2026.
Synergy Financial Group bought 96 ServiceNow shares in Q1 2026, an estimated $11.3K.
ServiceNow made up 0.53% of Synergy Financial Group's portfolio in Q1 2026, its #37 holding.
Synergy Financial Group first reported a position in ServiceNow in Q4 2021 and has held it in 18 quarters since.
Synergy Financial Group's ServiceNow position peaked at $1.58M in Q4 2024.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.