XF
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XML Financial’s ServiceNow NOW Stock Holding History

XML Financial’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 		– Sell
-1,550
Closed -$237K – 449
2025
Q4 		$237K Buy
+1,550
New +$266K 0.02% 379
2025
Q3 		– Sell
-1,180
Closed -$243K – 414
2025
Q2 		$243K Buy
+1,180
New +$223K 0.02% 332
2025
Q1 		– Sell
-1,125
Closed -$239K – 389
2024
Q4 		$239K Buy
+1,125
New +$228K 0.02% 316

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 $3.38T AUM 44.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

XML Financial's NOW Position: Q1 2026 in Review

XML Financial sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,550 shares — an estimated $237K sold.

XML Financial first reported a position in NOW in Q4 2024 and held it in 3 quarters. The position peaked at $243K in Q2 2025. 2,212 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • XML Financial reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 1,550 ServiceNow shares in Q1 2026, an estimated $237K.
  • XML Financial first reported a position in ServiceNow in Q4 2024 and held it in 3 quarters.
  • XML Financial's ServiceNow position peaked at $243K in Q2 2025.
  • 2,212 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.