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Pinnacle Wealth Planning Services’s ServiceNow NOW Stock Holding History

Pinnacle Wealth Planning Services’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 		$550K Sell
5,542
-85
-2% -$8.42K 0.05% 207
2026
Q1 		$588K Buy
5,627
+970
+21% +$114K 0.06% 188
2025
Q4 		$713K Sell
4,657
-308
-6% -$52.8K 0.07% 143
2025
Q3 		$914K Buy
4,965
+325
+7% +$60.7K 0.11% 110
2025
Q2 		$954K Buy
4,640
+650
+16% +$123K 0.13% 98
2025
Q1 		$635K Sell
3,990
-25
-0.6% -$4.82K 0.1% 129
2024
Q4 		$851K Sell
4,015
-1,660
-29% -$336K 0.13% 93
2024
Q3 		$1.02M Sell
5,675
-330
-5% -$54.3K 0.14% 98
2024
Q2 		$945K Sell
6,005
-110
-2% -$16.1K 0.14% 100
2024
Q1 		$932K Sell
6,115
-125
-2% -$18.9K 0.14% 104
2023
Q4 		$882K Sell
6,240
-300
-5% -$37.8K 0.14% 103
2023
Q3 		$731K Buy
6,540
+205
+3% +$23.4K 0.12% 109
2023
Q2 		$712K Sell
6,335
-155
-2% -$15.5K 0.12% 119
2023
Q1 		$603K Buy
6,490
+580
+10% +$50.5K 0.1% 146
2022
Q4 		$459K Buy
5,910
+650
+12% +$50.8K 0.08% 179
2022
Q3 		$397K Sell
5,260
-1,920
-27% -$173K 0.07% 180
2022
Q2 		$683K Buy
7,180
+720
+11% +$68.6K 0.12% 114
2022
Q1 		$720K Buy
6,460
+1,530
+31% +$171K 0.13% 123
2021
Q4 		$640K Buy
4,930
+425
+9% +$55.8K 0.13% 124
2021
Q3 		$561K Buy
4,505
+775
+21% +$93.8K 0.12% 127
2021
Q2 		$410K Sell
3,730
-665
-15% -$67.4K 0.1% 173
2021
Q1 		$440K Buy
4,395
+895
+26% +$94.5K 0.11% 143
2020
Q4 		$385K Buy
3,500
+1,430
+69% +$149K 0.09% 146
2020
Q3 		$201K Buy
+2,070
New +$185K 0.07% 240

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

Pinnacle Wealth Planning Services's NOW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its ServiceNow (NOW) stake by 1.5% in Q2 2026, selling an estimated $8.42K and leaving 5,542 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #207.

Pinnacle Wealth Planning Services first reported a position in NOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q3 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,542 shares of ServiceNow worth $550K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 85 ServiceNow shares in Q2 2026, an estimated $8.42K.
  • ServiceNow made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #207 holding.
  • Pinnacle Wealth Planning Services first reported a position in ServiceNow in Q3 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's ServiceNow position peaked at $1.02M in Q3 2024.
  • 2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.