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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
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 $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

Pinnacle Wealth Planning Services's NOW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ServiceNow (NOW) stake by 21% in Q1 2026, buying an estimated $114K and bringing the position to 5,627 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #188.

Pinnacle Wealth Planning Services first reported a position in NOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q3 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,627 shares of ServiceNow worth $588K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 970 ServiceNow shares in Q1 2026, an estimated $114K.
  • ServiceNow made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #188 holding.
  • Pinnacle Wealth Planning Services first reported a position in ServiceNow in Q3 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's ServiceNow position peaked at $1.02M in Q3 2024.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.