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Wallace Advisory Group’s ServiceNow NOW Stock Holding History

Wallace Advisory 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
Q2 		– Sell
-3,294
Closed -$344K – 142
2026
Q1 		$344K Buy
3,294
+177
+6% +$20.8K 0.37% 61
2025
Q4 		$477K Sell
3,117
-968
-24% -$166K 0.5% 46
2025
Q3 		$840K Sell
4,085
-35
-0.8% -$6.54K 0.68% 37
2025
Q2 		$656K Sell
4,120
-2,370
-37% -$447K 0.48% 54
2025
Q1 		$1.38M Sell
6,490
-1,625
-20% -$313K 0.95% 25
2024
Q4 		$1.45M Buy
8,115
+10
+0.1% +$2.03K 1% 23
2024
Q3 		$1.28M Sell
8,105
-145
-2% -$23.8K 0.93% 24
2024
Q2 		$1.3M Sell
8,250
-2,610
-24% -$383K 0.93% 24
2024
Q1 		$1.53M Sell
10,860
-115
-1% -$17.4K 1.15% 18
2023
Q4 		$1.23M Sell
10,975
-400
-4% -$50.4K 0.96% 22
2023
Q3 		$1.28M Buy
11,375
+150
+1% +$17.1K 0.92% 23
2023
Q2 		$1.04M Hold
11,225
– – 0.79% 30
2023
Q1 		$1.04M Buy
11,225
+670
+6% +$58.4K 0.79% 30
2022
Q4 		$820K Buy
+10,555
New +$825K 0.65% 40

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wallace Advisory Group's NOW Position: Q2 2026 in Review

Wallace Advisory Group sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 3,294 shares — an estimated $344K sold.

Wallace Advisory Group first reported a position in NOW in Q4 2022 and held it in 14 quarters. The position peaked at $1.53M in Q1 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Wallace Advisory Group reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 3,294 ServiceNow shares in Q2 2026, an estimated $344K.
  • Wallace Advisory Group first reported a position in ServiceNow in Q4 2022 and held it in 14 quarters.
  • Wallace Advisory Group's ServiceNow position peaked at $1.53M in Q1 2024.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.