Capital & Planning LLC’s ServiceNow NOW Stock Holding History

Capital & Planning LLC’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	–	Sell	-10	Closed	-$1.05K	–	112
2026 Q1	$1.05K	Buy	+10	New	+$1.18K	﹤0.01%	156
2025 Q1	–	Sell	-10	Closed	-$2.12K	–	125
2024 Q4	$2.12K	Buy	+10	New	+$2.03K	﹤0.01%	159

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital & Planning LLC's NOW Position: Q2 2026 in Review

Capital & Planning LLC sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 10 shares — an estimated $1.05K sold.

Capital & Planning LLC first reported a position in NOW in Q4 2024 and held it in 2 quarters. The position peaked at $2.12K in Q4 2024. 2,243 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Capital & Planning LLC reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 10 ServiceNow shares in Q2 2026, an estimated $1.05K.
Capital & Planning LLC first reported a position in ServiceNow in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's ServiceNow position peaked at $2.12K in Q4 2024.
2,243 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.