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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
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
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
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

Capital & Planning LLC's NOW Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in ServiceNow (NOW) in Q1 2026: 10 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in NOW as recently as Q4 2024.

Capital & Planning LLC first reported a position in NOW in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.12K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Capital & Planning LLC held 10 shares of ServiceNow worth $1.05K as of Q1 2026.
  • ServiceNow was a new Capital & Planning LLC position in Q1 2026.
  • ServiceNow made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #156 holding.
  • Capital & Planning LLC first reported a position in ServiceNow in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's ServiceNow position peaked at $2.12K in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.