Pinnacle Wealth Planning Services
NOW icon

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
Q3 		$992K Buy
7,405
+1,863
+34% +$229K 0.1% 125
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pinnacle Wealth Planning Services's NOW Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its ServiceNow (NOW) stake by 34% in Q3 2026, buying an estimated $229K and bringing the position to 7,405 shares worth $992K. The position accounts for 0.1% of the portfolio, ranked #125.

Pinnacle Wealth Planning Services first reported a position in NOW in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.02M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 7,405 shares of ServiceNow worth $992K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,863 ServiceNow shares in Q3 2026, an estimated $229K.
  • ServiceNow made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #125 holding.
  • Pinnacle Wealth Planning Services first reported a position in ServiceNow in Q3 2020 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's ServiceNow position peaked at $1.02M in Q3 2024.
  • 1,322 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.