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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's NOW Position: Q1 2026 in Review

Triad Wealth Partners increased its ServiceNow (NOW) stake by 30% in Q1 2026, buying an estimated $140K and bringing the position to 5,128 shares worth $536K. 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 7 quarters since. The position peaked at $719K in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Triad Wealth Partners held 5,128 shares of ServiceNow worth $536K as of Q1 2026.
  • Triad Wealth Partners bought 1,191 ServiceNow shares in Q1 2026, an estimated $140K.
  • ServiceNow made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #264 holding.
  • Triad Wealth Partners first reported a position in ServiceNow in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's ServiceNow position peaked at $719K in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.