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PDS Planning’s ServiceNow NOW Stock Holding History

PDS 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 		$1.82M Buy
17,427
+9,539
+121% +$1.12M 0.12% 84
2025
Q4 		$1.21M Sell
7,888
-9,452
-55% -$1.62M 0.08% 118
2025
Q3 		$3.19M Buy
17,340
+255
+1% +$47.6K 0.22% 56
2025
Q2 		$3.51M Buy
17,085
+160
+0.9% +$30.2K 0.26% 54
2025
Q1 		$2.69M Buy
16,925
+540
+3% +$104K 0.23% 57
2024
Q4 		$3.47M Sell
16,385
-70
-0.4% -$14.2K 0.31% 49
2024
Q3 		$2.94M Buy
16,455
+125
+0.8% +$20.6K 0.26% 50
2024
Q2 		$2.57M Buy
16,330
+345
+2% +$50.6K 0.26% 49
2024
Q1 		$2.44M Buy
15,985
+280
+2% +$42.4K 0.26% 49
2023
Q4 		$2.22M Sell
15,705
-90
-0.6% -$11.3K 0.25% 50
2023
Q3 		$1.77M Buy
15,795
+170
+1% +$19.4K 0.23% 55
2023
Q2 		$1.76M Buy
15,625
+12,105
+344% +$1.21M 0.22% 57
2023
Q1 		$327K Buy
3,520
+860
+32% +$74.9K 0.05% 180
2022
Q4 		$207K Buy
+2,660
New +$208K 0.03% 199
2022
Q3 		– Sell
-2,320
Closed -$221K – 224
2022
Q2 		$221K Buy
2,320
+230
+11% +$21.9K 0.04% 177
2022
Q1 		$233K Buy
2,090
+300
+17% +$33.6K 0.04% 178
2021
Q4 		$232K Sell
1,790
-50
-3% -$6.57K 0.04% 172
2021
Q3 		$229K Buy
+1,840
New +$223K 0.05% 167

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PDS Planning's NOW Position: Q1 2026 in Review

PDS Planning increased its ServiceNow (NOW) stake by 121% in Q1 2026, buying an estimated $1.12M and bringing the position to 17,427 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #84.

PDS Planning first reported a position in NOW in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.51M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • PDS Planning held 17,427 shares of ServiceNow worth $1.82M as of Q1 2026.
  • PDS Planning bought 9,539 ServiceNow shares in Q1 2026, an estimated $1.12M.
  • ServiceNow made up 0.12% of PDS Planning's portfolio in Q1 2026, its #84 holding.
  • PDS Planning first reported a position in ServiceNow in Q3 2021 and has held it in 18 quarters since.
  • PDS Planning's ServiceNow position peaked at $3.51M in Q2 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.