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Financial Life Planners’s ServiceNow NOW Stock Holding History

Financial Life Planners’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 		$91.5K Sell
921
-159
-15% -$15.7K 0.06% 94
2026
Q1 		$113K Sell
1,080
-740
-41% -$87.1K 0.09% 78
2025
Q4 		$279K Hold
1,820
– – 0.2% 49
2025
Q3 		$335K Sell
1,820
-175
-9% -$32.7K 0.23% 45
2025
Q2 		$410K Sell
1,995
-90
-4% -$17K 0.33% 36
2025
Q1 		$332K Buy
2,085
+190
+10% +$36.6K 0.32% 38
2024
Q4 		$402K Buy
+1,895
New +$384K 0.34% 33

Other funds holding NOW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Life Planners's NOW Position: Q2 2026 in Review

Financial Life Planners reduced its ServiceNow (NOW) stake by 15% in Q2 2026, selling an estimated $15.7K and leaving 921 shares worth $91.5K. The position accounts for 0.06% of the portfolio, ranked #94.

Financial Life Planners first reported a position in NOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q2 2025. 1,200 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Financial Life Planners held 921 shares of ServiceNow worth $91.5K as of Q2 2026.
  • Financial Life Planners sold 159 ServiceNow shares in Q2 2026, an estimated $15.7K.
  • ServiceNow made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #94 holding.
  • Financial Life Planners first reported a position in ServiceNow in Q4 2024 and has held it in 7 quarters since.
  • Financial Life Planners's ServiceNow position peaked at $410K in Q2 2025.
  • 1,200 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

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