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Wealth Management Associates’s ServiceNow NOW Stock Holding History

Wealth Management Associates’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 		$296K Buy
2,830
+25
+0.9% +$2.94K 0.1% 184
2025
Q4 		$430K Buy
2,805
+220
+9% +$37.7K 0.15% 130
2025
Q3 		$476K Sell
2,585
-15
-0.6% -$2.8K 0.17% 110
2025
Q2 		$535K Buy
2,600
+375
+17% +$70.7K 0.21% 92
2025
Q1 		$354K Sell
2,225
-130
-6% -$25.1K 0.15% 126
2024
Q4 		$499K Sell
2,355
-355
-13% -$71.9K 0.21% 91
2024
Q3 		$485K Buy
2,710
+135
+5% +$22.2K 0.21% 92
2024
Q2 		$405K Hold
2,575
– – 0.19% 104
2024
Q1 		$405K Sell
2,575
-575
-18% -$87.1K 0.19% 104
2023
Q4 		$445K Sell
3,150
-175
-5% -$22.1K 0.24% 91
2023
Q3 		$372K Buy
3,325
+230
+7% +$26.2K 0.22% 99
2023
Q2 		$348K Sell
3,095
-250
-7% -$25K 0.2% 104
2023
Q1 		$311K Sell
3,345
-230
-6% -$20K 0.19% 114
2022
Q4 		$278K Sell
3,575
-1,810
-34% -$141K 0.18% 134
2022
Q3 		$407K Sell
5,385
-260
-5% -$23.4K 0.29% 98
2022
Q2 		$537K Hold
5,645
– – 0.37% 65
2022
Q1 		$629K Buy
5,645
+120
+2% +$13.4K 0.36% 69
2021
Q4 		$717K Buy
5,525
+25
+0.5% +$3.28K 0.39% 66
2021
Q3 		$684K Hold
5,500
– – 0.4% 64
2021
Q2 		$605K Hold
5,500
– – 0.34% 70
2021
Q1 		$550K Hold
5,500
– – 0.35% 68
2020
Q4 		$605K Hold
5,500
– – 0.4% 61
2020
Q3 		$534K Buy
5,500
+50
+0.9% +$4.47K 0.41% 56
2020
Q2 		$442K Sell
5,450
-280
-5% -$19.8K 0.37% 63
2020
Q1 		$328K Hold
5,730
– – 0.33% 77
2019
Q4 		$324K Hold
5,730
– – 0.23% 100
2019
Q3 		$291K Buy
+5,730
New +$312K 0.23% 105

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

Wealth Management Associates's NOW Position: Q1 2026 in Review

Wealth Management Associates increased its ServiceNow (NOW) stake by 0.89% in Q1 2026, buying an estimated $2.94K and bringing the position to 2,830 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #184.

Wealth Management Associates first reported a position in NOW in Q3 2019 and has held it in 27 quarters since. The position peaked at $717K in Q4 2021. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Wealth Management Associates held 2,830 shares of ServiceNow worth $296K as of Q1 2026.
  • Wealth Management Associates bought 25 ServiceNow shares in Q1 2026, an estimated $2.94K.
  • ServiceNow made up 0.1% of Wealth Management Associates's portfolio in Q1 2026, its #184 holding.
  • Wealth Management Associates first reported a position in ServiceNow in Q3 2019 and has held it in 27 quarters since.
  • Wealth Management Associates's ServiceNow position peaked at $717K in Q4 2021.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.