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Waverton Investment Management’s ServiceNow NOW Stock Holding History

Waverton Investment 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
Q1 		– Sell
-950
Closed -$201K – 106
2024
Q4 		$201K Buy
+950
New +$192K ﹤0.01% 101

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Waverton Investment Management's NOW Position: Q1 2025 in Review

Waverton Investment Management sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 950 shares — an estimated $201K sold.

Waverton Investment Management first reported a position in NOW in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

  • Waverton Investment Management reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
  • Waverton Investment Management sold 950 ServiceNow shares in Q1 2025, an estimated $201K.
  • Waverton Investment Management first reported a position in ServiceNow in Q4 2024 and held it in 1 quarter.
  • Waverton Investment Management's ServiceNow position peaked at $201K in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Waverton Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.