Values Added Financial’s ServiceNow NOW Stock Holding History

Values Added Financial’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
2025 Q4	–	Sell	-1,100	Closed	-$202K	–	136
2025 Q3	$202K	Buy	1,100 +80	+8%	+$14.9K	0.09%	126
2025 Q2	$210K	Buy	+1,020	New	+$192K	0.1%	118

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Values Added Financial's NOW Position: Q4 2025 in Review

Values Added Financial sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 1,100 shares — an estimated $202K sold.

Values Added Financial first reported a position in NOW in Q2 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 2,324 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Values Added Financial reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Values Added Financial sold 1,100 ServiceNow shares in Q4 2025, an estimated $202K.
Values Added Financial first reported a position in ServiceNow in Q2 2025 and held it in 2 quarters.
Values Added Financial's ServiceNow position peaked at $210K in Q2 2025.
2,324 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Values Added Financial's 13F filing for Q4 2025, filed 16 Jan 2026.