Green Ridge Wealth Planning’s ServiceNow NOW Stock Holding History

Green Ridge 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 Q1	–	Sell	-1,475	Closed	-$226K	–	91
2025 Q4	$226K	Buy	+1,475	New	+$253K	0.12%	78

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Green Ridge Wealth Planning's NOW Position: Q1 2026 in Review

Green Ridge Wealth Planning sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,475 shares — an estimated $226K sold.

Green Ridge Wealth Planning first reported a position in NOW in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Green Ridge Wealth Planning reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Green Ridge Wealth Planning sold 1,475 ServiceNow shares in Q1 2026, an estimated $226K.
Green Ridge Wealth Planning first reported a position in ServiceNow in Q4 2025 and held it in 1 quarter.
Green Ridge Wealth Planning's ServiceNow position peaked at $226K in Q4 2025.
2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q1 2026, filed 10 Apr 2026.