Creative Planning
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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
2019
Q2 		– Sell
-5,000
Closed -$3K – 2085
2019
Q1 		$3K Buy
+5,000
New +$220K ﹤0.01% 1929

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
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.