Falcon Wealth Planning’s ServiceNow NOW Stock Holding History

Falcon Wealth 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	–	Sell	-2,145	Closed	-$224K	–	260
2026 Q1	$224K	Buy	+2,145	New	+$252K	0.02%	215

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

Falcon Wealth Planning's NOW Position: Q2 2026 in Review

Falcon Wealth Planning sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 2,145 shares — an estimated $224K sold.

Falcon Wealth Planning first reported a position in NOW in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Falcon Wealth Planning reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
Falcon Wealth Planning sold 2,145 ServiceNow shares in Q2 2026, an estimated $224K.
Falcon Wealth Planning first reported a position in ServiceNow in Q1 2026 and held it in 1 quarter.
Falcon Wealth Planning's ServiceNow position peaked at $224K in Q1 2026.
2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.