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Holistic Financial Partners’s ServiceNow NOW Stock Holding History

Holistic Financial Partners’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 		$337K Buy
3,221
+491
+18% +$57.8K 0.13% 84
2025
Q4 		$418K Sell
2,730
-105
-4% -$18K 0.15% 69
2025
Q3 		$522K Buy
2,835
+235
+9% +$43.9K 0.21% 60
2025
Q2 		$535K Sell
2,600
-100
-4% -$18.9K 0.23% 50
2025
Q1 		$430K Buy
2,700
+180
+7% +$34.7K 0.21% 59
2024
Q4 		$534K Sell
2,520
-350
-12% -$70.9K 0.27% 49
2024
Q3 		$513K Sell
2,870
-40
-1% -$6.58K 0.25% 52
2024
Q2 		$458K Sell
2,910
-55
-2% -$8.07K 0.23% 51
2024
Q1 		$452K Sell
2,965
-355
-11% -$53.8K 0.23% 53
2023
Q4 		$469K Sell
3,320
-100
-3% -$12.6K 0.28% 45
2023
Q3 		$382K Sell
3,420
-20
-0.6% -$2.28K 0.25% 51
2023
Q2 		$387K Sell
3,440
-350
-9% -$35K 0.27% 50
2023
Q1 		$352K Buy
3,790
+335
+10% +$29.2K 0.28% 57
2022
Q4 		$268K Hold
3,455
– – 0.24% 71
2022
Q3 		$261K Buy
3,455
+95
+3% +$8.55K 0.26% 64
2022
Q2 		$320K Buy
3,360
+280
+9% +$26.7K 0.3% 52
2022
Q1 		$343K Buy
3,080
+280
+10% +$31.4K 0.22% 65
2021
Q4 		$364K Sell
2,800
-55
-2% -$7.22K 0.21% 68
2021
Q3 		$355K Buy
2,855
+275
+11% +$33.3K 0.22% 68
2021
Q2 		$284K Sell
2,580
-45
-2% -$4.56K 0.17% 87
2021
Q1 		$263K Sell
2,625
-575
-18% -$60.7K 0.17% 89
2020
Q4 		$352K Sell
3,200
-230
-7% -$23.9K 0.24% 58
2020
Q3 		$333K Sell
3,430
-45
-1% -$4.02K 0.27% 51
2020
Q2 		$282K Sell
3,475
-170
-5% -$12K 0.24% 51
2020
Q1 		$209K Sell
3,645
-350
-9% -$21.9K 0.22% 60
2019
Q4 		$226K Hold
3,995
– – 0.14% 98
2019
Q3 		$202K Buy
+3,995
New +$217K 0.18% 81
2018
Q2 		– Sell
-4,365
Closed -$144K – 253
2018
Q1 		$144K Sell
4,365
-75
-2% -$2.31K 0.12% 90
2017
Q4 		$116K Buy
+4,440
New +$110K 0.1% 101

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

Holistic Financial Partners's NOW Position: Q1 2026 in Review

Holistic Financial Partners increased its ServiceNow (NOW) stake by 18% in Q1 2026, buying an estimated $57.8K and bringing the position to 3,221 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #84.

Holistic Financial Partners first reported a position in NOW in Q4 2017 and has held it in 29 quarters since. The position peaked at $535K in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Holistic Financial Partners held 3,221 shares of ServiceNow worth $337K as of Q1 2026.
  • Holistic Financial Partners bought 491 ServiceNow shares in Q1 2026, an estimated $57.8K.
  • ServiceNow made up 0.13% of Holistic Financial Partners's portfolio in Q1 2026, its #84 holding.
  • Holistic Financial Partners first reported a position in ServiceNow in Q4 2017 and has held it in 29 quarters since.
  • Holistic Financial Partners's ServiceNow position peaked at $535K in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.