WIM
NOW icon

WealthPlan Investment Management’s ServiceNow NOW Stock Holding History

WealthPlan Investment 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 		$848K Buy
8,540
+3,045
+55% +$301K 0.04% 250
2026
Q1 		$575K Buy
5,495
+961
+21% +$113K 0.03% 284
2025
Q4 		$695K Buy
4,534
+3,159
+230% +$542K 0.04% 224
2025
Q3 		$253K Buy
1,375
+215
+19% +$40.2K 0.02% 293
2025
Q2 		$239K Sell
1,160
-12,350
-91% -$2.33M 0.02% 315
2025
Q1 		$2.15M Sell
13,510
-690
-5% -$133K 0.21% 96
2024
Q4 		$3.01M Sell
14,200
-1,860
-12% -$377K 0.3% 85
2024
Q3 		$2.87M Buy
16,060
+7,570
+89% +$1.24M 0.29% 85
2024
Q2 		$1.34M Buy
8,490
+310
+4% +$45.5K 0.2% 88
2024
Q1 		$1.25M Sell
8,180
-1,110
-12% -$168K 0.19% 87
2023
Q4 		$1.31M Buy
+9,290
New +$1.17M 0.21% 86
2023
Q3 		– Sell
-1,680
Closed -$189K – 278
2023
Q2 		$189K Hold
1,680
– – 0.06% 128
2023
Q1 		$156K Sell
1,680
-1,040
-38% -$90.6K 0.03% 170
2022
Q4 		$251K Sell
2,720
-20
-0.7% -$1.56K 0.02% 339
2022
Q3 		$213K Buy
+2,740
New +$247K 0.02% 348
2022
Q1 		$271K Buy
+2,835
New +$318K 0.02% 332

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

WealthPlan Investment Management's NOW Position: Q2 2026 in Review

WealthPlan Investment Management increased its ServiceNow (NOW) stake by 55% in Q2 2026, buying an estimated $301K and bringing the position to 8,540 shares worth $848K. The position accounts for 0.04% of the portfolio, ranked #250.

WealthPlan Investment Management first reported a position in NOW in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.01M in Q4 2024. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • WealthPlan Investment Management held 8,540 shares of ServiceNow worth $848K as of Q2 2026.
  • WealthPlan Investment Management bought 3,045 ServiceNow shares in Q2 2026, an estimated $301K.
  • ServiceNow made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #250 holding.
  • WealthPlan Investment Management first reported a position in ServiceNow in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's ServiceNow position peaked at $3.01M in Q4 2024.
  • 2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.