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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
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 $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

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

Xcel Wealth Management increased its ServiceNow (NOW) stake by 17% in Q1 2026, buying an estimated $412K and bringing the position to 24,710 shares worth $2.58M. The position accounts for 0.71% of the portfolio, ranked #39.

Xcel Wealth Management first reported a position in NOW in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.65M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Xcel Wealth Management held 24,710 shares of ServiceNow worth $2.58M as of Q1 2026.
  • Xcel Wealth Management bought 3,500 ServiceNow shares in Q1 2026, an estimated $412K.
  • ServiceNow made up 0.71% of Xcel Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Xcel Wealth Management first reported a position in ServiceNow in Q1 2020 and has held it in 21 quarters since.
  • Xcel Wealth Management's ServiceNow position peaked at $4.65M in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.