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Advocate Investing Services’s Veeva Systems VEEV Stock Holding History

Advocate Investing Services’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$2.68K – 477
2025
Q4 		$2.68K Buy
+12
New +$3.18K ﹤0.01% 329

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Principal Financial Group
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advocate Investing Services's VEEV Position: Q1 2026 in Review

Advocate Investing Services sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 12 shares — an estimated $2.68K sold.

Advocate Investing Services first reported a position in VEEV in Q4 2025 and held it in 1 quarter. The position peaked at $2.68K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Advocate Investing Services reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 12 Veeva Systems shares in Q1 2026, an estimated $2.68K.
  • Advocate Investing Services first reported a position in Veeva Systems in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's Veeva Systems position peaked at $2.68K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.