AG
VEEV icon

Ascent Group’s Veeva Systems VEEV Stock Holding History

Ascent Group’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
-1,343
Closed -$300K – 796
2025
Q4 		$300K Sell
1,343
-180
-12% -$47.8K 0.01% 610
2025
Q3 		$454K Buy
+1,523
New +$429K 0.02% 524

Other funds holding VEEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ascent Group's VEEV Position: Q1 2026 in Review

Ascent Group sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,343 shares — an estimated $300K sold.

Ascent Group first reported a position in VEEV in Q3 2025 and held it in 2 quarters. The position peaked at $454K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Ascent Group reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Ascent Group sold 1,343 Veeva Systems shares in Q1 2026, an estimated $300K.
  • Ascent Group first reported a position in Veeva Systems in Q3 2025 and held it in 2 quarters.
  • Ascent Group's Veeva Systems position peaked at $454K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.