Mark Sheptoff Financial Planning’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.93K Hold
100
0.01% 355
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

Mark Sheptoff Financial Planning's NOW Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its ServiceNow (NOW) position steady in Q2 2026 at 100 shares worth $9.93K. The position accounts for 0.01% of the portfolio, ranked #355.

Mark Sheptoff Financial Planning first reported a position in NOW in Q3 2019 and has held it in 10 quarters since. The position peaked at $155K in Q1 2025. 2,238 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of ServiceNow worth $9.93K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its ServiceNow share count unchanged in Q2 2026.
  • ServiceNow made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #355 holding.
  • Mark Sheptoff Financial Planning first reported a position in ServiceNow in Q3 2019 and has held it in 10 quarters since.
  • Mark Sheptoff Financial Planning's ServiceNow position peaked at $155K in Q1 2025.
  • 2,238 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.