WealthPLAN Partners’s ServiceNow NOW Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-4,281	Closed	-$656K	–	251
2025 Q4	$656K	Buy	4,281 +171	+4%	+$29.3K	0.1%	159
2025 Q3	$756K	Buy	4,110 +150	+4%	+$28K	0.11%	145
2025 Q2	$814K	Sell	3,960 -5,650	-59%	-$1.07M	0.13%	138
2025 Q1	$1.53M	Sell	9,610 -45	-0.5%	-$8.67K	0.22%	103
2024 Q4	$2.05M	Sell	9,655 -1,030	-10%	-$209K	0.29%	89
2024 Q3	$1.91M	Sell	10,685 -5,605	-34%	-$921K	0.26%	98
2024 Q2	$2.56M	Buy	16,290 +590	+4%	+$86.6K	0.28%	94
2024 Q1	$2.39M	Buy	15,700 +5,295	+51%	+$802K	0.25%	102
2023 Q4	$1.47M	Buy	+10,405	New	+$1.31M	0.15%	137
2023 Q3	–	Sell	-1,020	Closed	-$115K	–	848
2023 Q2	$115K	Hold	1,020	–	–	0.02%	373
2023 Q1	$94.8K	Sell	1,020 -1,700	-63%	-$148K	0.01%	436
2022 Q4	$251K	Buy	+2,720	New	+$213K	0.02%	337
2022 Q1	$271K	Hold	2,835	–	–	0.02%	332
2021 Q4	$332K	Buy	2,835 +35	+1%	+$4.59K	0.02%	305
2021 Q3	$371K	Sell	2,800 -900	-24%	-$109K	0.02%	290
2021 Q2	$422K	Buy	+3,700	New	+$375K	0.03%	253

Other funds holding NOW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return