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Spartan Planning & Wealth Management’s ServiceNow NOW Stock Holding History

Spartan Planning & Wealth Management’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
2025
Q3 		– Sell
-1,920
Closed -$395K – 85
2025
Q2 		$395K Buy
+1,920
New +$362K 0.34% 50
2023
Q4 		$70.6K Sell
500
-1,545
-76% -$195K 0.08% 117
2023
Q3 		$229K Buy
+2,045
New +$233K 0.27% 56

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spartan Planning & Wealth Management's NOW Position: Q3 2025 in Review

Spartan Planning & Wealth Management sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 1,920 shares — an estimated $395K sold.

Spartan Planning & Wealth Management first reported a position in NOW in Q3 2023 and held it in 3 quarters. The position peaked at $395K in Q2 2025. 2,241 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Spartan Planning & Wealth Management reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 1,920 ServiceNow shares in Q3 2025, an estimated $395K.
  • Spartan Planning & Wealth Management first reported a position in ServiceNow in Q3 2023 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's ServiceNow position peaked at $395K in Q2 2025.
  • 2,241 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.