LPL Financial
NOW icon

LPL Financial’s ServiceNow NOW Stock Holding History

LPL Financial’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 		$1.86M Buy
18,700
+4,500
+32% +$446K ﹤0.01% 3833
2026
Q1 		$1.48M Sell
14,200
-13,300
-48% -$1.56M ﹤0.01% 3794
2025
Q4 		$4.21M Buy
27,500
+10,000
+57% +$1.72M ﹤0.01% 2686
2025
Q3 		$3.22M Buy
17,500
+14,500
+483% +$2.71M ﹤0.01% 2876
2025
Q2 		$617K Buy
3,000
+500
+20% +$94.3K ﹤0.01% 4200
2025
Q1 		$398K Buy
2,500
+1,000
+67% +$193K ﹤0.01% 4369
2024
Q4 		$318K Buy
+1,500
New +$304K ﹤0.01% 4481

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

LPL Financial's NOW Position: Q2 2026 in Review

LPL Financial increased its ServiceNow (NOW) stake by 2.2% in Q2 2026, buying an estimated $4.35M and bringing the position to 2,087,834 shares worth $207M. The position accounts for 0.05% of the portfolio, ranked #375.

LPL Financial first reported a position in NOW in Q3 2013 and has held it in 48 quarters since. The position peaked at $298M in Q3 2025. 2,236 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • LPL Financial held 2,087,834 shares of ServiceNow worth $207M as of Q2 2026.
  • LPL Financial bought 43,983 ServiceNow shares in Q2 2026, an estimated $4.35M.
  • ServiceNow made up 0.05% of LPL Financial's portfolio in Q2 2026, its #375 holding.
  • LPL Financial first reported a position in ServiceNow in Q3 2013 and has held it in 48 quarters since.
  • LPL Financial's ServiceNow position peaked at $298M in Q3 2025.
  • 2,236 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.