Arlington Financial Advisors’s Veeva Systems VEEV Stock Holding History

Arlington Financial Advisors’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	$206K	Sell	1,173 -78	-6%	-$15.3K	0.03%	94
2025 Q4	$279K	Sell	1,251 -21	-2%	-$5.57K	0.04%	87
2025 Q3	$379K	Buy	1,272 +99	+8%	+$27.9K	0.06%	77
2025 Q2	$338K	Sell	1,173 -400	-25%	-$99.2K	0.06%	68
2025 Q1	$364K	Buy	1,573 +400	+34%	+$91.4K	0.06%	81
2024 Q4	$247K	Hold	1,173	–	–	0.05%	84
2024 Q3	$246K	Buy	1,173 +31	+3%	+$6.13K	0.05%	66
2024 Q2	$209K	Hold	1,142	–	–	0.05%	68
2024 Q1	$265K	Hold	1,142	–	–	0.06%	67
2023 Q4	$220K	Buy	1,142 +105	+10%	+$19.8K	0.07%	75
2023 Q3	$211K	Hold	1,037	–	–	0.07%	56
2023 Q2	$205K	Buy	+1,037	New	+$189K	0.07%	56
2021 Q4	–	Sell	-770	Closed	-$222K	–	84
2021 Q3	$222K	Hold	770	–	–	0.09%	55
2021 Q2	$239K	Buy	+770	New	+$215K	0.09%	59

Other funds holding VEEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Arlington Financial Advisors's VEEV Position: Q1 2026 in Review

Arlington Financial Advisors reduced its Veeva Systems (VEEV) stake by 6.2% in Q1 2026, selling an estimated $15.3K and leaving 1,173 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #94.

Arlington Financial Advisors first reported a position in VEEV in Q2 2021 and has held it in 14 quarters since. The position peaked at $379K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Arlington Financial Advisors held 1,173 shares of Veeva Systems worth $206K as of Q1 2026.
Arlington Financial Advisors sold 78 Veeva Systems shares in Q1 2026, an estimated $15.3K.
Veeva Systems made up 0.03% of Arlington Financial Advisors's portfolio in Q1 2026, its #94 holding.
Arlington Financial Advisors first reported a position in Veeva Systems in Q2 2021 and has held it in 14 quarters since.
Arlington Financial Advisors's Veeva Systems position peaked at $379K in Q3 2025.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.