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 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	$627	Hold	5,625	–	–	0.24%	37
2021 Q4	$730K	Buy	+5,625	New	+$739K	0.31%	31

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Westwood Wealth Management opened a new position in ServiceNow (NOW) in Q1 2026: 3,425 shares worth $358K. The stake represents 0.14% of the portfolio and ranks #33 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in NOW as recently as Q3 2025.

Westwood Wealth Management first reported a position in NOW in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Westwood Wealth Management held 3,425 shares of ServiceNow worth $358K as of Q1 2026.
ServiceNow was a new Westwood Wealth Management position in Q1 2026.
ServiceNow made up 0.14% of Westwood Wealth Management's portfolio in Q1 2026, its #33 holding.
Westwood Wealth Management first reported a position in ServiceNow in Q4 2021 and has held it in 17 quarters since.
Westwood Wealth Management's ServiceNow position peaked at $1.21M in Q2 2025.
2,193 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.