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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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's NOW Position: Q1 2026 in Review

WealthPLAN Partners sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 4,281 shares — an estimated $656K sold.

WealthPLAN Partners first reported a position in NOW in Q2 2021 and held it in 16 quarters. The position peaked at $2.56M in Q2 2024. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • WealthPLAN Partners reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,281 ServiceNow shares in Q1 2026, an estimated $656K.
  • WealthPLAN Partners first reported a position in ServiceNow in Q2 2021 and held it in 16 quarters.
  • WealthPLAN Partners's ServiceNow position peaked at $2.56M in Q2 2024.
  • 2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.