Walser Wealth Management’s ServiceNow NOW Stock Holding History

Walser Wealth Management’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	-7,297	Closed	-$763K	–	227
2026 Q1	$763K	Buy	7,297 +5,432	+291%	+$639K	0.34%	53
2025 Q4	$286K	Buy	+1,865	New	+$320K	0.15%	105

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

Walser Wealth Management's NOW Position: Q2 2026 in Review

Walser Wealth Management sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 7,297 shares — an estimated $763K sold.

Walser Wealth Management first reported a position in NOW in Q4 2025 and held it in 2 quarters. The position peaked at $763K in Q1 2026. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Walser Wealth Management reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
Walser Wealth Management sold 7,297 ServiceNow shares in Q2 2026, an estimated $763K.
Walser Wealth Management first reported a position in ServiceNow in Q4 2025 and held it in 2 quarters.
Walser Wealth Management's ServiceNow position peaked at $763K in Q1 2026.
2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.