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Aprio Wealth Management’s Veeva Systems VEEV Stock Holding History

Aprio Wealth Management’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
-1,441
Closed -$328K – 636
2025
Q4 		$328K Sell
1,441
-169
-10% -$44.8K 0.02% 419
2025
Q3 		$480K Sell
1,610
-42
-3% -$11.8K 0.05% 227
2025
Q2 		$476K Sell
1,652
-9
-0.5% -$2.23K 0.05% 195
2025
Q1 		$385K Buy
1,661
+698
+72% +$159K 0.05% 223
2024
Q4 		$202K Buy
+963
New +$212K 0.03% 298

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Aprio Wealth Management's VEEV Position: Q1 2026 in Review

Aprio Wealth Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,441 shares — an estimated $328K sold.

Aprio Wealth Management first reported a position in VEEV in Q4 2024 and held it in 5 quarters. The position peaked at $480K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Aprio Wealth Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 1,441 Veeva Systems shares in Q1 2026, an estimated $328K.
  • Aprio Wealth Management first reported a position in Veeva Systems in Q4 2024 and held it in 5 quarters.
  • Aprio Wealth Management's Veeva Systems position peaked at $480K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.