Holistic Financial Partners’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $261K | Sell |
2,624
-597
| -19% | -$59.1K | 0.16% | 89 |
|
|
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
Holistic Financial Partners's NOW Position: Q2 2026 in Review
Holistic Financial Partners reduced its ServiceNow (NOW) stake by 19% in Q2 2026, selling an estimated $59.1K and leaving 2,624 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #89.
Holistic Financial Partners first reported a position in NOW in Q4 2017 and has held it in 30 quarters since. The position peaked at $535K in Q2 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.
- Holistic Financial Partners held 2,624 shares of ServiceNow worth $261K as of Q2 2026.
- Holistic Financial Partners sold 597 ServiceNow shares in Q2 2026, an estimated $59.1K.
- ServiceNow made up 0.16% of Holistic Financial Partners's portfolio in Q2 2026, its #89 holding.
- Holistic Financial Partners first reported a position in ServiceNow in Q4 2017 and has held it in 30 quarters since.
- Holistic Financial Partners's ServiceNow position peaked at $535K in Q2 2025.
- 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.