TW
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TritonPoint Wealth’s ServiceNow NOW Stock Holding History

TritonPoint Wealth’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 		$2.42M Buy
23,188
+6,528
+39% +$768K 0.26% 84
2025
Q4 		$2.55M Sell
16,660
-5,270
-24% -$904K 0.26% 87
2025
Q3 		$4.04M Buy
21,930
+8,120
+59% +$1.52M 0.35% 76
2025
Q2 		$2.84M Sell
13,810
-1,010
-7% -$191K 0.26% 94
2025
Q1 		$2.36M Buy
14,820
+10,935
+281% +$2.11M 0.22% 106
2024
Q4 		$823K Buy
3,885
+565
+17% +$114K 0.07% 171
2024
Q3 		$585K Buy
3,320
+415
+14% +$68.2K 0.05% 195
2024
Q2 		$457K Sell
2,905
-675
-19% -$99K 0.04% 212
2024
Q1 		$477K Sell
3,580
-1,625
-31% -$246K 0.05% 205
2023
Q4 		$735K Buy
+5,205
New +$656K 0.07% 166

Other funds holding NOW

BlackRock
BlackRock New York $5.7T 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 $1.47T 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