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United Financial Planning Group’s ServiceNow NOW Stock Holding History

United Financial Planning Group’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 		$17.9K Hold
180
– – 0.01% 179
2026
Q1 		$18.8K Buy
180
+70
+64% +$8.23K 0.01% 141
2025
Q4 		$16.9K Buy
+110
New +$18.9K 0.01% 157

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 $3.38T AUM 44.17% 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

United Financial Planning Group's NOW Position: Q2 2026 in Review

United Financial Planning Group held its ServiceNow (NOW) position steady in Q2 2026 at 180 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #179.

United Financial Planning Group first reported a position in NOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.8K in Q1 2026. 2,243 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • United Financial Planning Group held 180 shares of ServiceNow worth $17.9K as of Q2 2026.
  • United Financial Planning Group left its ServiceNow share count unchanged in Q2 2026.
  • ServiceNow made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #179 holding.
  • United Financial Planning Group first reported a position in ServiceNow in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's ServiceNow position peaked at $18.8K in Q1 2026.
  • 2,243 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.