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Walter & Keenan Wealth Management’s ServiceNow NOW Stock Holding History

Walter & Keenan 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
2025
Q3 		– Sell
-975
Closed -$200K – 159
2025
Q2 		$200K Buy
+975
New +$184K 0.06% 151

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Walter & Keenan Wealth Management's NOW Position: Q3 2025 in Review

Walter & Keenan Wealth Management sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 975 shares — an estimated $200K sold.

Walter & Keenan Wealth Management first reported a position in NOW in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Walter & Keenan Wealth Management reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 975 ServiceNow shares in Q3 2025, an estimated $200K.
  • Walter & Keenan Wealth Management first reported a position in ServiceNow in Q2 2025 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's ServiceNow position peaked at $200K in Q2 2025.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.