Mark Sheptoff Financial Planning’s ServiceNow NOW Stock Holding History

Mark Sheptoff 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 Q1	$9.2K	Hold	100	–	–	﹤0.01%	359
2025 Q4	$15.3K	Buy	+100	New	+$17.2K	0.01%	305
2025 Q2	–	Sell	-975	Closed	-$155K	–	524
2025 Q1	$155K	Buy	+975	New	+$188K	0.09%	97
2021 Q1	–	Sell	-170	Closed	-$19K	–	389
2020 Q4	$19K	Hold	170	–	–	0.01%	225
2020 Q3	$16K	Hold	170	–	–	0.01%	203
2020 Q2	$14K	Hold	170	–	–	0.01%	228
2020 Q1	$10K	Hold	170	–	–	0.01%	237
2019 Q4	$10K	Hold	170	–	–	0.01%	282
2019 Q3	$9K	Buy	+170	New	+$9.24K	0.01%	282

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's NOW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its ServiceNow (NOW) position steady in Q1 2026 at 100 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Mark Sheptoff Financial Planning first reported a position in NOW in Q3 2019 and has held it in 9 quarters since. The position peaked at $155K in Q1 2025. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Mark Sheptoff Financial Planning held 100 shares of ServiceNow worth $9.2K as of Q1 2026.
Mark Sheptoff Financial Planning left its ServiceNow share count unchanged in Q1 2026.
ServiceNow made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #359 holding.
Mark Sheptoff Financial Planning first reported a position in ServiceNow in Q3 2019 and has held it in 9 quarters since.
Mark Sheptoff Financial Planning's ServiceNow position peaked at $155K in Q1 2025.
2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.