Holistic Planning’s ServiceNow NOW Stock Holding History

Holistic 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 Q3	$222K	Buy	+1,654	New	+$203K	0.03%	325
2026 Q1	–	Sell	-1,695	Closed	-$260K	–	306
2025 Q4	$260K	Buy	1,695 +105	+7%	+$18K	0.06%	238
2025 Q3	$293K	Buy	1,590 +5	+0.3%	+$934	0.08%	186
2025 Q2	$326K	Buy	1,585 +50	+3%	+$9.43K	0.09%	164
2025 Q1	$244K	Sell	1,535 -5	-0.3%	-$964	0.08%	159
2024 Q4	$327K	Sell	1,540 -55	-3%	-$11.1K	0.12%	123
2024 Q3	$285K	Buy	+1,595	New	+$262K	0.12%	121

Other funds holding NOW

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Holistic Planning's NOW Position: Q3 2026 in Review

Holistic Planning opened a new position in ServiceNow (NOW) in Q3 2026: 1,654 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings. This is a return to the name: Holistic Planning previously reported a position in NOW as recently as Q4 2025.

Holistic Planning first reported a position in NOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $327K in Q4 2024. 1,156 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

Holistic Planning held 1,654 shares of ServiceNow worth $222K as of Q3 2026.
ServiceNow was a new Holistic Planning position in Q3 2026.
ServiceNow made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #325 holding.
Holistic Planning first reported a position in ServiceNow in Q3 2024 and has held it in 7 quarters since.
Holistic Planning's ServiceNow position peaked at $327K in Q4 2024.
1,156 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.