AWM
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Axxcess Wealth Management’s Veeva Systems VEEV Stock Holding History

Axxcess 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
-1,206
Closed -$269K – 973
2025
Q4 		$269K Sell
1,206
-66
-5% -$17.5K ﹤0.01% 882
2025
Q3 		$379K Sell
1,272
-86
-6% -$24.2K 0.01% 693
2025
Q2 		$391K Buy
1,358
+78
+6% +$19.3K 0.01% 647
2025
Q1 		$296K Buy
1,280
+2
+0.2% +$457 0.01% 685
2024
Q4 		$269K Sell
1,278
-26
-2% -$5.72K 0.01% 706
2024
Q3 		$274K Buy
1,304
+7
+0.5% +$1.38K 0.01% 719
2024
Q2 		$237K Buy
1,297
+18
+1% +$3.57K 0.01% 731
2024
Q1 		$296K Sell
1,279
-1,477
-54% -$319K 0.01% 669
2023
Q4 		$531K Buy
+2,756
New +$519K 0.02% 499
2022
Q2 		– Sell
-1,044
Closed -$222K – 676
2022
Q1 		$222K Buy
1,044
+73
+8% +$15.8K 0.02% 553
2021
Q4 		$248K Buy
+971
New +$282K 0.02% 536

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 $204B AUM 27.99% 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

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

Axxcess Wealth Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,206 shares — an estimated $269K sold.

Axxcess Wealth Management first reported a position in VEEV in Q4 2021 and held it in 11 quarters. The position peaked at $531K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,206 Veeva Systems shares in Q1 2026, an estimated $269K.
  • Axxcess Wealth Management first reported a position in Veeva Systems in Q4 2021 and held it in 11 quarters.
  • Axxcess Wealth Management's Veeva Systems position peaked at $531K in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.