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

Total Wealth Planning & 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
2026
Q2 		$226K Buy
+2,276
New +$225K 0.15% 194

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

Total Wealth Planning & Management's NOW Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in ServiceNow (NOW) in Q2 2026: 2,276 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #194 among its holdings.

2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Total Wealth Planning & Management held 2,276 shares of ServiceNow worth $226K as of Q2 2026.
  • ServiceNow was a new Total Wealth Planning & Management position in Q2 2026.
  • ServiceNow made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #194 holding.
  • 2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.