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Ullmann Wealth Partners Group’s ServiceNow NOW Stock Holding History

Ullmann Wealth Partners 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 		– Sell
-228
Closed -$210K – 159
2025
Q4 		$210K Sell
228
-902
-80% -$155K 0.02% 145
2025
Q3 		$208K Buy
1,130
+130
+13% +$24.3K 0.02% 145
2025
Q2 		$206K Buy
+1,000
New +$189K 0.02% 141
2025
Q1 		– Sell
-945
Closed -$200K – 142
2024
Q4 		$200K Buy
+945
New +$191K 0.03% 130

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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ullmann Wealth Partners Group's NOW Position: Q1 2026 in Review

Ullmann Wealth Partners Group sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 228 shares — an estimated $210K sold.

Ullmann Wealth Partners Group first reported a position in NOW in Q4 2024 and held it in 4 quarters. The position peaked at $210K in Q4 2025. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Ullmann Wealth Partners Group reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 228 ServiceNow shares in Q1 2026, an estimated $210K.
  • Ullmann Wealth Partners Group first reported a position in ServiceNow in Q4 2024 and held it in 4 quarters.
  • Ullmann Wealth Partners Group's ServiceNow position peaked at $210K in Q4 2025.
  • 2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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