Creative Planning’s ServiceNow NOW Stock Holding History

Creative 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
2021 Q2	–	Sell	-7,000	Closed	-$233K	–	2416
2021 Q1	$233K	Buy	7,000 +2,000	+40%	+$211K	﹤0.01%	1973
2020 Q4	$226K	Buy	5,000 +1,500	+43%	+$156K	﹤0.01%	1806
2020 Q3	$117K	Hold	3,500	–	–	﹤0.01%	1804
2020 Q2	$73K	Hold	3,500	–	–	﹤0.01%	1716
2020 Q1	$27K	Hold	3,500	–	–	﹤0.01%	1701
2019 Q4	$15K	Buy	3,500 +1,000	+40%	+$52.7K	﹤0.01%	1893
2019 Q3	$57K	Buy	2,500 +1,000	+67%	+$54.4K	﹤0.01%	1775
2019 Q2	$10K	Hold	1,500	–	–	﹤0.01%	1931
2019 Q1	$6K	Sell	1,500 -500	-25%	-$22K	﹤0.01%	1906
2018 Q4	$2K	Sell	2,000 -3,000	-60%	-$106K	﹤0.01%	1905
2018 Q3	$76K	Buy	+5,000	New	+$189K	﹤0.01%	1828
2016 Q1	–	Sell	-5,000	Closed	-$1K	–	4460
2015 Q4	$1K	Buy	+5,000	New	+$82.6K	﹤0.01%	4230

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's NOW Position: Q1 2026 in Review

Creative Planning increased its ServiceNow (NOW) stake by 29% in Q1 2026, buying an estimated $14.1M and bringing the position to 529,490 shares worth $55.4M. The position accounts for 0.04% of the portfolio, ranked #203.

Creative Planning first reported a position in NOW in Q2 2013 and has held it in 51 quarters since. The position peaked at $69.6M in Q3 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Creative Planning held 529,490 shares of ServiceNow worth $55.4M as of Q1 2026.
Creative Planning bought 119,613 ServiceNow shares in Q1 2026, an estimated $14.1M.
ServiceNow made up 0.04% of Creative Planning's portfolio in Q1 2026, its #203 holding.
Creative Planning first reported a position in ServiceNow in Q2 2013 and has held it in 51 quarters since.
Creative Planning's ServiceNow position peaked at $69.6M in Q3 2025.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.