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Wealthstream Advisors’s ServiceNow NOW Stock Holding History

Wealthstream Advisors’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 		$217K Sell
1,180
-245
-17% -$45.8K 0.03% 171
2025
Q2 		$293K Buy
+1,425
New +$269K 0.05% 122

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

Wealthstream Advisors's NOW Position: Q3 2025 in Review

Wealthstream Advisors reduced its ServiceNow (NOW) stake by 17% in Q3 2025, selling an estimated $45.8K and leaving 1,180 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #171.

Wealthstream Advisors first reported a position in NOW in Q2 2025 and has held it in 2 quarters since. The position peaked at $293K in Q2 2025. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Wealthstream Advisors held 1,180 shares of ServiceNow worth $217K as of Q3 2025.
  • Wealthstream Advisors sold 245 ServiceNow shares in Q3 2025, an estimated $45.8K.
  • ServiceNow made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #171 holding.
  • Wealthstream Advisors first reported a position in ServiceNow in Q2 2025 and has held it in 2 quarters since.
  • Wealthstream Advisors's ServiceNow position peaked at $293K in Q2 2025.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.