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Xcel Wealth Management’s ServiceNow NOW Stock Holding History

Xcel 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 		$1.96M Sell
19,735
-4,975
-20% -$493K 0.47% 50
2026
Q1 		$2.58M Buy
24,710
+3,500
+17% +$412K 0.71% 39
2025
Q4 		$3.25M Sell
21,210
-1,440
-6% -$247K 0.83% 28
2025
Q3 		$4.17M Buy
22,650
+45
+0.2% +$8.4K 1.08% 27
2025
Q2 		$4.65M Sell
22,605
-720
-3% -$136K 1.32% 24
2025
Q1 		$3.71M Buy
23,325
+1,375
+6% +$265K 1.16% 25
2024
Q4 		$4.65M Hold
21,950
– – 1.29% 21
2024
Q3 		$3.93M Sell
21,950
-750
-3% -$123K 1.15% 24
2024
Q2 		$3.57M Sell
22,700
-75
-0.3% -$11K 1.12% 28
2024
Q1 		$3.47M Sell
22,775
-100
-0.4% -$15.2K 1.09% 27
2023
Q4 		$3.23M Sell
22,875
-1,050
-4% -$132K 1.13% 24
2023
Q3 		$2.67M Sell
23,925
-200
-0.8% -$22.8K 1.06% 26
2023
Q2 		$2.71M Buy
24,125
+300
+1% +$30K 0.86% 32
2023
Q1 		$2.21M Buy
23,825
+7,900
+50% +$688K 0.78% 36
2022
Q4 		$1.24M Buy
15,925
+825
+5% +$64.5K 0.49% 47
2022
Q3 		$1.14M Buy
15,100
+10,100
+202% +$910K 0.42% 53
2022
Q2 		$476K Buy
+5,000
New +$477K 0.17% 78
2021
Q3 		– Sell
-2,125
Closed -$234K – 140
2021
Q2 		$234K Hold
2,125
– – 0.07% 132
2021
Q1 		$213K Hold
2,125
– – 0.08% 125
2020
Q4 		$233K Hold
2,125
– – 0.1% 112
2020
Q3 		$206K Buy
+2,125
New +$190K 0.11% 107
2020
Q2 		– Sell
-5,500
Closed -$315K – 102
2020
Q1 		$315K Buy
+5,500
New +$344K 0.28% 62

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Xcel Wealth Management reduced its ServiceNow (NOW) stake by 20% in Q2 2026, selling an estimated $493K and leaving 19,735 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #50.

Xcel Wealth Management first reported a position in NOW in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.65M in Q4 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Xcel Wealth Management held 19,735 shares of ServiceNow worth $1.96M as of Q2 2026.
  • Xcel Wealth Management sold 4,975 ServiceNow shares in Q2 2026, an estimated $493K.
  • ServiceNow made up 0.47% of Xcel Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Xcel Wealth Management first reported a position in ServiceNow in Q1 2020 and has held it in 22 quarters since.
  • Xcel Wealth Management's ServiceNow position peaked at $4.65M in Q4 2024.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.