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Waldron Private Wealth’s ServiceNow NOW Stock Holding History

Waldron Private 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 		$1.91M Buy
18,310
+30
+0.2% +$3.53K 0.07% 95
2025
Q4 		$2.8M Buy
18,280
+50
+0.3% +$8.58K 0.11% 75
2025
Q3 		$3.36M Buy
18,230
+255
+1% +$47.6K 0.14% 70
2025
Q2 		$3.7M Sell
17,975
-115
-0.6% -$21.7K 0.16% 68
2025
Q1 		$2.88M Sell
18,090
-1,125
-6% -$217K 0.14% 72
2024
Q4 		$4.07M Buy
19,215
+115
+0.6% +$23.3K 0.16% 72
2024
Q3 		$3.42M Buy
19,100
+245
+1% +$40.3K 0.14% 80
2024
Q2 		$2.97M Sell
18,855
-50
-0.3% -$7.34K 0.13% 82
2024
Q1 		$2.88M Buy
18,905
+75
+0.4% +$11.4K 0.13% 83
2023
Q4 		$2.66M Buy
18,830
+95
+0.5% +$12K 0.13% 85
2023
Q3 		$2.09M Buy
18,735
+165
+0.9% +$18.8K 0.11% 97
2023
Q2 		$2.09M Sell
18,570
-670
-3% -$67K 0.1% 101
2023
Q1 		$1.79M Buy
19,240
+1,090
+6% +$94.9K 0.09% 112
2022
Q4 		$1.37M Hold
18,150
– – 0.09% 128
2022
Q3 		$1.37M Buy
18,150
+5
+0% +$450 0.09% 128
2022
Q2 		$1.73M Buy
18,145
+305
+2% +$29.1K 0.1% 120
2022
Q1 		$1.99M Buy
17,840
+520
+3% +$58.3K 0.1% 114
2021
Q4 		$2.25M Buy
17,320
+215
+1% +$28.2K 0.11% 105
2021
Q3 		$2.13M Buy
17,105
+110
+0.6% +$13.3K 0.12% 100
2021
Q2 		$1.87M Sell
16,995
-45
-0.3% -$4.56K 0.12% 103
2021
Q1 		$1.7M Sell
17,040
-125
-0.7% -$13.2K 0.12% 99
2020
Q4 		$1.89M Buy
17,165
+70
+0.4% +$7.28K 0.14% 90
2020
Q3 		$1.66M Buy
17,095
+230
+1% +$20.5K 0.14% 91
2020
Q2 		$1.37M Buy
16,865
+95
+0.6% +$6.71K 0.12% 97
2020
Q1 		$961K Buy
16,770
+255
+2% +$15.9K 0.1% 107
2019
Q4 		$932K Sell
16,515
-95
-0.6% -$5K 0.08% 113
2019
Q3 		$843K Buy
16,610
+215
+1% +$11.7K 0.09% 114
2019
Q2 		$900K Buy
16,395
+100
+0.6% +$5.26K 0.1% 93
2019
Q1 		$803K Buy
16,295
+170
+1% +$7.47K 0.09% 101
2018
Q4 		$574K Hold
16,125
– – 0.08% 110
2018
Q3 		$630K Sell
16,125
-80
-0.5% -$3.03K 0.12% 85
2018
Q2 		$558K Hold
16,205
– – 0.12% 80
2018
Q1 		$536K Hold
16,205
– – 0.12% 79
2017
Q4 		$422K Hold
16,205
– – 0.1% 88
2017
Q3 		$380K Buy
16,205
+3,500
+28% +$77.8K 0.11% 90
2017
Q2 		$269K Sell
12,705
-12,680
-50% -$249K 0.09% 100
2017
Q1 		$429K Buy
+25,385
New +$443K 0.11% 119
2016
Q4 		– Sell
-25,385
Closed -$408K – 149
2016
Q3 		$408K Sell
25,385
-300
-1% -$4.42K 0.15% 65
2016
Q2 		$379K Sell
25,685
-590
-2% -$8.2K 0.14% 74
2016
Q1 		$373K Buy
26,275
+80
+0.3% +$1.01K 0.14% 75
2015
Q4 		$441K Buy
26,195
+10
+0% +$165 0.16% 73
2015
Q3 		$363K Buy
26,185
+800
+3% +$12K 0.16% 65
2015
Q2 		$377K Hold
25,385
– – 0.15% 60
2015
Q1 		$400K Hold
25,385
– – 0.16% 51
2014
Q4 		$344K Hold
25,385
– – 0.14% 55
2014
Q3 		$298K Hold
25,385
– – 0.14% 64
2014
Q2 		$315K Hold
25,385
– – 0.15% 68
2014
Q1 		$304K Hold
25,385
– – 0.15% 68
2013
Q4 		$284K Buy
+25,385
New +$268K 0.13% 76

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

Waldron Private Wealth's NOW Position: Q1 2026 in Review

Waldron Private Wealth increased its ServiceNow (NOW) stake by 0.16% in Q1 2026, buying an estimated $3.53K and bringing the position to 18,310 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #95.

Waldron Private Wealth first reported a position in NOW in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.07M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Waldron Private Wealth held 18,310 shares of ServiceNow worth $1.91M as of Q1 2026.
  • Waldron Private Wealth bought 30 ServiceNow shares in Q1 2026, an estimated $3.53K.
  • ServiceNow made up 0.07% of Waldron Private Wealth's portfolio in Q1 2026, its #95 holding.
  • Waldron Private Wealth first reported a position in ServiceNow in Q4 2013 and has held it in 49 quarters since.
  • Waldron Private Wealth's ServiceNow position peaked at $4.07M in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.