Financial Plan Inc’s ServiceNow NOW Stock Holding History

Financial Plan Inc’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 Q1	–	Sell	-3,045	Closed	-$466K	–	100
2025 Q4	$466K	Buy	+3,045	New	+$522K	0.05%	61

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Plan Inc's NOW Position: Q1 2026 in Review

Financial Plan Inc sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 3,045 shares — an estimated $466K sold.

Financial Plan Inc first reported a position in NOW in Q4 2025 and held it in 1 quarter. The position peaked at $466K in Q4 2025. 2,197 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Financial Plan Inc reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Financial Plan Inc sold 3,045 ServiceNow shares in Q1 2026, an estimated $466K.
Financial Plan Inc first reported a position in ServiceNow in Q4 2025 and held it in 1 quarter.
Financial Plan Inc's ServiceNow position peaked at $466K in Q4 2025.
2,197 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.