Avantax Planning Partners’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.41M | Buy |
14,211
+1,913
| +16% | +$189K | 0.04% | 172 |
|
|
2026
Q1 | $1.29M | Buy |
12,298
+4,053
| +49% | +$477K | 0.04% | 172 |
|
|
2025
Q4 | $1.26M | Buy |
8,245
+870
| +12% | +$149K | 0.04% | 172 |
|
|
2025
Q3 | $1.36M | Buy |
7,375
+2,210
| +43% | +$413K | 0.04% | 170 |
|
|
2025
Q2 | $1.06M | Buy |
5,165
+435
| +9% | +$82.1K | 0.03% | 188 |
|
|
2025
Q1 | $753K | Buy |
4,730
+280
| +6% | +$54K | 0.03% | 202 |
|
|
2024
Q4 | $944K | Buy |
4,450
+70
| +2% | +$14.2K | 0.03% | 188 |
|
|
2024
Q3 | $784K | Sell |
4,380
-3,690
| -46% | -$607K | 0.03% | 194 |
|
|
2024
Q2 | $1.27M | Sell |
8,070
-460
| -5% | -$67.5K | 0.04% | 189 |
|
|
2024
Q1 | $1.3M | Buy |
8,530
+695
| +9% | +$105K | 0.04% | 190 |
|
|
2023
Q4 | $1.11M | Buy |
7,835
+1,200
| +18% | +$151K | 0.04% | 164 |
|
|
2023
Q3 | $742K | Sell |
6,635
-580
| -8% | -$66.2K | 0.03% | 188 |
|
|
2023
Q2 | $811K | Sell |
7,215
-105
| -1% | -$10.5K | 0.03% | 184 |
|
|
2023
Q1 | $680K | Sell |
7,320
-1,170
| -14% | -$102K | 0.03% | 208 |
|
|
2022
Q4 | $659K | Buy |
8,490
+30
| +0.4% | +$2.35K | 0.03% | 209 |
|
|
2022
Q3 | $639K | Buy |
8,460
+245
| +3% | +$22.1K | 0.03% | 197 |
|
|
2022
Q2 | $781K | Buy |
8,215
+2,755
| +50% | +$263K | 0.03% | 182 |
|
|
2022
Q1 | $608K | Buy |
5,460
+315
| +6% | +$35.3K | 0.02% | 208 |
|
|
2021
Q4 | $668K | Buy |
5,145
+125
| +2% | +$16.4K | 0.03% | 190 |
|
|
2021
Q3 | $625K | Buy |
5,020
+555
| +12% | +$67.2K | 0.03% | 182 |
|
|
2021
Q2 | $491K | Buy |
4,465
+1,775
| +66% | +$180K | 0.02% | 198 |
|
|
2021
Q1 | $269K | Buy |
+2,690
| New | +$284K | 0.01% | 253 |
|
|
2020
Q4 | – | Sell |
-5,830
| Closed | -$566K | – | 304 |
|
|
2020
Q3 | $566K | Buy |
5,830
+25
| +0.4% | +$2.23K | 0.03% | 172 |
|
|
2020
Q2 | $470K | Sell |
5,805
-70
| -1% | -$4.94K | 0.03% | 176 |
|
|
2020
Q1 | $337K | Sell |
5,875
-125
| -2% | -$7.82K | 0.02% | 190 |
|
|
2019
Q4 | $339K | Buy |
6,000
+5
| +0.1% | +$263 | 0.02% | 219 |
|
|
2019
Q3 | $304K | Buy |
5,995
+55
| +0.9% | +$2.99K | 0.02% | 231 |
|
|
2019
Q2 | $348K | Sell |
5,940
-10
| -0.2% | -$526 | 0.02% | 214 |
|
|
2019
Q1 | $293K | Buy |
5,950
+175
| +3% | +$7.69K | 0.02% | 233 |
|
|
2018
Q4 | $206K | Buy |
5,775
+495
| +9% | +$17.6K | 0.02% | 255 |
|
|
2018
Q3 | $207K | Buy |
+5,280
| New | +$200K | 0.02% | 236 |
|
|
2018
Q2 | – | Sell |
-5,540
| Closed | -$183K | – | 1038 |
|
|
2018
Q1 | $183K | Buy |
+5,540
| New | +$171K | 0.02% | 312 |
|
Other funds holding NOW
Avantax Planning Partners's NOW Position: Q2 2026 in Review
Avantax Planning Partners increased its ServiceNow (NOW) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 14,211 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #172.
Avantax Planning Partners first reported a position in NOW in Q1 2018 and has held it in 32 quarters since. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.
- Avantax Planning Partners held 14,211 shares of ServiceNow worth $1.41M as of Q2 2026.
- Avantax Planning Partners bought 1,913 ServiceNow shares in Q2 2026, an estimated $189K.
- ServiceNow made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #172 holding.
- Avantax Planning Partners first reported a position in ServiceNow in Q1 2018 and has held it in 32 quarters since.
- 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.