True Wealth Design’s ServiceNow NOW Stock Holding History

True Wealth Design’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	$72K	Sell	725 -325	-31%	-$32.2K	0.02%	361
2026 Q1	$110K	Buy	1,050 +409	+64%	+$48.1K	0.03%	189
2025 Q4	$98.2K	Buy	641 +451	+237%	+$77.4K	0.03%	190
2025 Q3	$34.9K	Buy	190 +65	+52%	+$12.1K	0.01%	427
2025 Q2	$25.6K	Buy	125 +40	+47%	+$7.55K	0.01%	327
2025 Q1	$13.4K	Buy	85 +30	+55%	+$5.78K	0.01%	406
2024 Q4	$11.5K	Buy	55 +20	+57%	+$4.05K	﹤0.01%	401
2024 Q3	$6.26K	Hold	35	–	–	﹤0.01%	512
2024 Q2	$5.51K	Buy	35 +5	+17%	+$734	﹤0.01%	273
2024 Q1	$4.58K	Buy	30 +5	+20%	+$758	﹤0.01%	282
2023 Q4	$3.53K	Buy	25 +20	+400%	+$2.52K	﹤0.01%	279
2023 Q3	$559	Hold	5	–	–	﹤0.01%	405
2023 Q2	$562	Hold	5	–	–	﹤0.01%	409
2023 Q1	$465	Hold	5	–	–	﹤0.01%	541
2022 Q4	$388	Buy	+5	New	+$391	﹤0.01%	520

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

True Wealth Design's NOW Position: Q2 2026 in Review

True Wealth Design reduced its ServiceNow (NOW) stake by 31% in Q2 2026, selling an estimated $32.2K and leaving 725 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #361.

True Wealth Design first reported a position in NOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $110K in Q1 2026. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

True Wealth Design held 725 shares of ServiceNow worth $72K as of Q2 2026.
True Wealth Design sold 325 ServiceNow shares in Q2 2026, an estimated $32.2K.
ServiceNow made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #361 holding.
True Wealth Design first reported a position in ServiceNow in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's ServiceNow position peaked at $110K in Q1 2026.
2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.