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Larry Mathis Financial Planning’s ServiceNow NOW Stock Holding History

Larry Mathis Financial 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
Q2 		$403K Buy
4,063
+465
+13% +$46K 0.31% 81
2026
Q1 		$376K Buy
3,598
+764
+27% +$89.9K 0.34% 86
2025
Q4 		$434K Buy
+2,834
New +$486K 0.38% 80

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Larry Mathis Financial Planning's NOW Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its ServiceNow (NOW) stake by 13% in Q2 2026, buying an estimated $46K and bringing the position to 4,063 shares worth $403K. The position accounts for 0.31% of the portfolio, ranked #81.

Larry Mathis Financial Planning first reported a position in NOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $434K in Q4 2025. 2,220 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Larry Mathis Financial Planning held 4,063 shares of ServiceNow worth $403K as of Q2 2026.
  • Larry Mathis Financial Planning bought 465 ServiceNow shares in Q2 2026, an estimated $46K.
  • ServiceNow made up 0.31% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #81 holding.
  • Larry Mathis Financial Planning first reported a position in ServiceNow in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's ServiceNow position peaked at $434K in Q4 2025.
  • 2,220 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.