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WMG Financial Advisors’s ServiceNow NOW Stock Holding History

WMG Financial 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
Q4 		– Sell
-2,715
Closed -$500K – 171
2025
Q3 		$500K Buy
2,715
+380
+16% +$71K 0.17% 90
2025
Q2 		$480K Buy
2,335
+5
+0.2% +$943 0.18% 83
2025
Q1 		$371K Sell
2,330
-90
-4% -$17.3K 0.16% 89
2024
Q4 		$513K Sell
2,420
-40
-2% -$8.1K 0.22% 70
2024
Q3 		$440K Buy
+2,460
New +$404K 0.2% 74

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WMG Financial Advisors's NOW Position: Q4 2025 in Review

WMG Financial Advisors sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 2,715 shares — an estimated $500K sold.

WMG Financial Advisors first reported a position in NOW in Q3 2024 and held it in 5 quarters. The position peaked at $513K in Q4 2024. 2,313 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

  • WMG Financial Advisors reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 2,715 ServiceNow shares in Q4 2025, an estimated $500K.
  • WMG Financial Advisors first reported a position in ServiceNow in Q3 2024 and held it in 5 quarters.
  • WMG Financial Advisors's ServiceNow position peaked at $513K in Q4 2024.
  • 2,313 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.