PlanVest Financial’s ServiceNow NOW Stock Holding History

PlanVest Financial’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	$32.2K	Hold	324	–	–	0.02%	282
2026 Q1	$33.9K	Buy	+324	New	+$38.1K	0.03%	259

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's NOW Position: Q2 2026 in Review

PlanVest Financial held its ServiceNow (NOW) position steady in Q2 2026 at 324 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #282.

PlanVest Financial first reported a position in NOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.9K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

PlanVest Financial held 324 shares of ServiceNow worth $32.2K as of Q2 2026.
PlanVest Financial left its ServiceNow share count unchanged in Q2 2026.
ServiceNow made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #282 holding.
PlanVest Financial first reported a position in ServiceNow in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's ServiceNow position peaked at $33.9K in Q1 2026.
2,183 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.