Westwood Wealth Management’s ServiceNow NOW Stock Holding History

Westwood 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	-3,425	Closed	-$358K	–	44
2026 Q1	$358K	Buy	+3,425	New	+$403K	0.14%	33
2025 Q4	–	Sell	-3,525	Closed	-$649K	–	117
2025 Q3	$649K	Sell	3,525 -2,375	-40%	-$444K	0.24%	29
2025 Q2	$1.21M	Buy	5,900 +150	+3%	+$28.3K	0.41%	26
2025 Q1	$916K	Buy	5,750 +2,250	+64%	+$434K	0.39%	30
2024 Q4	$742K	Hold	3,500	–	–	0.27%	29
2024 Q3	$626K	Buy	3,500 +500	+17%	+$82.2K	0.25%	29
2024 Q2	$472K	Hold	3,000	–	–	0.18%	35
2024 Q1	$457K	Buy	3,000 +375	+14%	+$56.8K	0.22%	30
2023 Q4	$371K	Sell	2,625 -500	-16%	-$63K	0.29%	28
2023 Q3	$349K	Hold	3,125	–	–	0.23%	34
2023 Q2	$351K	Hold	3,125	–	–	0.25%	36
2023 Q1	$290K	Hold	3,125	–	–	0.26%	41
2022 Q4	$243K	Buy	3,125 +125	+4%	+$9.77K	0.29%	37
2022 Q3	$227K	Sell	3,000 -1,625	-35%	-$146K	0.2%	41
2022 Q2	$440K	Sell	4,625 -1,000	-18%	-$95.3K	0.51%	27
2022 Q1	$627K	Hold	5,625	–	–	0.24%	37
2021 Q4	$730K	Buy	+5,625	New	+$739K	0.31%	31

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 $3.38T AUM 44.17% 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

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

Westwood Wealth Management sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 3,425 shares — an estimated $358K sold.

Westwood Wealth Management first reported a position in NOW in Q4 2021 and held it in 17 quarters. The position peaked at $1.21M in Q2 2025. 2,244 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Westwood Wealth Management reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
Westwood Wealth Management sold 3,425 ServiceNow shares in Q2 2026, an estimated $358K.
Westwood Wealth Management first reported a position in ServiceNow in Q4 2021 and held it in 17 quarters.
Westwood Wealth Management's ServiceNow position peaked at $1.21M in Q2 2025.
2,244 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.