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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Holistic Planning's NOW Position: Q1 2026 in Review

Holistic Planning sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 1,695 shares — an estimated $260K sold.

Holistic Planning first reported a position in NOW in Q3 2024 and held it in 6 quarters. The position peaked at $327K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Holistic Planning reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 1,695 ServiceNow shares in Q1 2026, an estimated $260K.
  • Holistic Planning first reported a position in ServiceNow in Q3 2024 and held it in 6 quarters.
  • Holistic Planning's ServiceNow position peaked at $327K in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.