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Asset Planning Inc’s ServiceNow NOW Stock Holding History

Asset Planning Inc’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 		$39.7K Buy
400
+100
+33% +$9.9K 0.03% 174
2026
Q1 		$31.4K Hold
300
– – 0.02% 180
2025
Q4 		$46K Hold
300
– – 0.03% 150
2025
Q3 		$55.2K Hold
300
– – 0.04% 139
2025
Q2 		$61.7K Hold
300
– – 0.05% 130
2025
Q1 		$47.8K Hold
300
– – 0.04% 149
2024
Q4 		$63.6K Buy
+300
New +$60.8K 0.05% 131

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

Asset Planning Inc's NOW Position: Q2 2026 in Review

Asset Planning Inc increased its ServiceNow (NOW) stake by 33% in Q2 2026, buying an estimated $9.9K and bringing the position to 400 shares worth $39.7K. The position accounts for 0.03% of the portfolio, ranked #174.

Asset Planning Inc first reported a position in NOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.6K in Q4 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Asset Planning Inc held 400 shares of ServiceNow worth $39.7K as of Q2 2026.
  • Asset Planning Inc bought 100 ServiceNow shares in Q2 2026, an estimated $9.9K.
  • ServiceNow made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #174 holding.
  • Asset Planning Inc first reported a position in ServiceNow in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's ServiceNow position peaked at $63.6K in Q4 2024.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.