Center for Financial Planning’s ServiceNow NOW Stock Holding History

Center for Financial Planning’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	$26.3K	Hold	265	–	–	﹤0.01%	401
2026 Q1	$27.7K	Sell	265 -725	-73%	-$85.3K	﹤0.01%	377
2025 Q4	$152K	Hold	990	–	–	0.02%	191
2025 Q3	$182K	Hold	990	–	–	0.02%	176
2025 Q2	$204K	Hold	990	–	–	0.02%	165
2025 Q1	$158K	Hold	990	–	–	0.02%	173
2024 Q4	$210K	Buy	990 +725	+274%	+$147K	0.03%	152
2024 Q3	$47.4K	Hold	265	–	–	0.01%	264
2024 Q2	$41.7K	Hold	265	–	–	0.01%	261
2024 Q1	$40.4K	Hold	265	–	–	0.01%	265
2023 Q4	$37.4K	Hold	265	–	–	0.01%	255
2023 Q3	$29.6K	Hold	265	–	–	0.01%	265
2023 Q2	$29.8K	Hold	265	–	–	0.01%	285
2023 Q1	$24.6K	Hold	265	–	–	0.01%	279
2022 Q4	$20.6K	Hold	265	–	–	0.01%	288
2022 Q3	$20K	Hold	265	–	–	0.01%	293
2022 Q2	$25K	Hold	265	–	–	0.01%	277
2022 Q1	$30K	Hold	265	–	–	0.01%	274
2021 Q4	$34K	Hold	265	–	–	0.01%	268
2021 Q3	$33K	Hold	265	–	–	0.01%	256
2021 Q2	$29K	Sell	265 -150	-36%	-$15.2K	0.01%	274
2021 Q1	$42K	Buy	415 +150	+57%	+$15.8K	0.01%	231
2020 Q4	$29K	Hold	265	–	–	0.01%	248
2020 Q3	$26K	Hold	265	–	–	0.01%	244
2020 Q2	$21K	Hold	265	–	–	0.01%	255
2020 Q1	$15K	Hold	265	–	–	0.01%	281
2019 Q4	$15K	Buy	+265	New	+$14K	﹤0.01%	285

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 $3.37T AUM 44.26% 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

Center for Financial Planning's NOW Position: Q2 2026 in Review

Center for Financial Planning held its ServiceNow (NOW) position steady in Q2 2026 at 265 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Center for Financial Planning first reported a position in NOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $210K in Q4 2024. 2,221 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Center for Financial Planning held 265 shares of ServiceNow worth $26.3K as of Q2 2026.
Center for Financial Planning left its ServiceNow share count unchanged in Q2 2026.
ServiceNow made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #401 holding.
Center for Financial Planning first reported a position in ServiceNow in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's ServiceNow position peaked at $210K in Q4 2024.
2,221 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.