Position in NOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$300,818
-$89,989 QoQ
Shares Held
3,030
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,665
of 2,206 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $3,399,788 across 8 Software - Application names. NOW ranks #7 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
5,882 | $921,474 | |
| 2 | SHOP |
Shopify Inc.
|
4,013 | $458,204 | |
| 3 | PAYX |
Paychex Inc
|
4,067 | $399,908 | |
| 4 | ADBE |
Adobe Inc.
|
1,908 | $391,178 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,638 | $366,830 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
827 | $310,389 | |
| 7 | NOW |
ServiceNow, Inc.
This page
|
3,030 | $300,818 | |
| 8 | DDOG |
Datadog, Inc.
|
964 | $250,987 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,818 | 3,030 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $390,807 | 3,738 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $545,356 | 3,560 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $734,049 | 714 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $523,860 | 658 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $807,811 | 762 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $752,181 | 841 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $703,282 | 894 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $683,110 | 896 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $684,588 | 969 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $452,757 | 810 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $456,881 | 813 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $380,140 | 818 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $283,048 | 729 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $207,307 | 549 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $347,129 | 730 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $443,284 | 796 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $556,936 | 858 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $548,842 | 882 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $480,856 | 875 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $491,108 | 982 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $572,997 | 1,041 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $510,705 | 1,053 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $470,679 | 1,162 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $326,987 | 1,141 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||