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Triad Wealth Partners’s ServiceNow NOW Stock Holding History

Triad Wealth Partners’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 		$668K Buy
5,849
+721
+14% +$71.4K 0.04% 264
2026
Q1 		$536K Buy
5,128
+1,191
+30% +$140K 0.04% 264
2025
Q4 		$603K Buy
3,937
+192
+5% +$32.9K 0.06% 232
2025
Q3 		$689K Buy
3,745
+250
+7% +$46.7K 0.09% 157
2025
Q2 		$719K Buy
3,495
+850
+32% +$160K 0.15% 109
2025
Q1 		$421K Buy
2,645
+255
+11% +$49.1K 0.13% 118
2024
Q4 		$507K Buy
+2,390
New +$484K 0.18% 89
2024
Q3 		– Sell
-2,365
Closed -$372K – 609
2024
Q2 		$372K Buy
+2,365
New +$347K 0.2% 51

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

Triad Wealth Partners's NOW Position: Q2 2026 in Review

Triad Wealth Partners increased its ServiceNow (NOW) stake by 14% in Q2 2026, buying an estimated $71.4K and bringing the position to 5,849 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #264.

Triad Wealth Partners first reported a position in NOW in Q2 2024 and has held it in 8 quarters since. The position peaked at $719K in Q2 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Triad Wealth Partners held 5,849 shares of ServiceNow worth $668K as of Q2 2026.
  • Triad Wealth Partners bought 721 ServiceNow shares in Q2 2026, an estimated $71.4K.
  • ServiceNow made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #264 holding.
  • Triad Wealth Partners first reported a position in ServiceNow in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's ServiceNow position peaked at $719K in Q2 2025.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.