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Williamson Legacy Group’s ServiceNow NOW Stock Holding History

Williamson Legacy Group’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
Q1 		– Sell
-6,485
Closed -$1.37M – 129
2024
Q4 		$1.37M Sell
6,485
-335
-5% -$67.9K 0.92% 19
2024
Q3 		$1.22M Buy
6,820
+125
+2% +$20.6K 0.82% 18
2024
Q2 		$1.05M Sell
6,695
-11,060
-62% -$1.62M 0.78% 30
2024
Q1 		$2.71M Buy
17,755
+305
+2% +$46.2K 2.1% 7
2023
Q4 		$2.47M Buy
+17,450
New +$2.2M 2.29% 4

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Williamson Legacy Group's NOW Position: Q1 2025 in Review

Williamson Legacy Group sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 6,485 shares — an estimated $1.37M sold.

Williamson Legacy Group first reported a position in NOW in Q4 2023 and held it in 5 quarters. The position peaked at $2.71M in Q1 2024. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

  • Williamson Legacy Group reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 6,485 ServiceNow shares in Q1 2025, an estimated $1.37M.
  • Williamson Legacy Group first reported a position in ServiceNow in Q4 2023 and held it in 5 quarters.
  • Williamson Legacy Group's ServiceNow position peaked at $2.71M in Q1 2024.
  • 2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.