Comprehensive Financial Planning’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
$131K Sell
1,324
-100
-7% -$9.9K 0.07% 132
2026
Q1
$149K Sell
1,424
-1,761
-55% -$207K 0.1% 105
2025
Q4
$488K Sell
3,185
-235
-7% -$40.3K 0.32% 68
2025
Q3
$629K Sell
3,420
-125
-4% -$23.3K 0.43% 51
2025
Q2
$729K Hold
3,545
– – 0.57% 46
2025
Q1
$564K Sell
3,545
-2,830
-44% -$545K 0.55% 47
2024
Q4
$1.35M Buy
+6,375
New +$1.29M 1.14% 24

Other funds holding NOW

Comprehensive Financial Planning's NOW Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its ServiceNow (NOW) stake by 7% in Q2 2026, selling an estimated $9.9K and leaving 1,324 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #132.

Comprehensive Financial Planning first reported a position in NOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2024. 2,243 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Comprehensive Financial Planning held 1,324 shares of ServiceNow worth $131K as of Q2 2026.
  • Comprehensive Financial Planning sold 100 ServiceNow shares in Q2 2026, an estimated $9.9K.
  • ServiceNow made up 0.07% of Comprehensive Financial Planning's portfolio in Q2 2026, its #132 holding.
  • Comprehensive Financial Planning first reported a position in ServiceNow in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's ServiceNow position peaked at $1.35M in Q4 2024.
  • 2,243 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.