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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
Q2 		$1.88M Buy
18,902
+1,475
+8% +$146K 0.11% 94
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 $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

PDS Planning's NOW Position: Q2 2026 in Review

PDS Planning increased its ServiceNow (NOW) stake by 8.5% in Q2 2026, buying an estimated $146K and bringing the position to 18,902 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #94.

PDS Planning first reported a position in NOW in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q2 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • PDS Planning held 18,902 shares of ServiceNow worth $1.88M as of Q2 2026.
  • PDS Planning bought 1,475 ServiceNow shares in Q2 2026, an estimated $146K.
  • ServiceNow made up 0.11% of PDS Planning's portfolio in Q2 2026, its #94 holding.
  • PDS Planning first reported a position in ServiceNow in Q3 2021 and has held it in 19 quarters since.
  • PDS Planning's ServiceNow position peaked at $3.51M in Q2 2025.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.