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Whalen Wealth Management’s ServiceNow NOW Stock Holding History

Whalen 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 		$387K Buy
+3,700
New +$435K 0.21% 123
2025
Q4 		– Sell
-6,195
Closed -$1.14M – 218
2025
Q3 		$1.14M Buy
6,195
+205
+3% +$38.3K 0.67% 36
2025
Q2 		$1.23M Buy
+5,990
New +$1.13M 0.77% 29

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

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

Whalen Wealth Management opened a new position in ServiceNow (NOW) in Q1 2026: 3,700 shares worth $387K. The stake represents 0.21% of the portfolio and ranks #123 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in NOW as recently as Q3 2025.

Whalen Wealth Management first reported a position in NOW in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Whalen Wealth Management held 3,700 shares of ServiceNow worth $387K as of Q1 2026.
  • ServiceNow was a new Whalen Wealth Management position in Q1 2026.
  • ServiceNow made up 0.21% of Whalen Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Whalen Wealth Management first reported a position in ServiceNow in Q2 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's ServiceNow position peaked at $1.23M in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.