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Baer Investment Advisory’s Veeva Systems VEEV Stock Holding History

Baer Investment Advisory’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 		$2.83M Sell
16,093
-193
-1% -$37.9K 2.82% 16
2025
Q4 		$3.64M Buy
16,286
+698
+4% +$185K 3.46% 13
2025
Q3 		$4.64M Buy
15,588
+1,247
+9% +$351K 3.98% 8
2025
Q2 		$4M Sell
14,341
-593
-4% -$147K 4.54% 5
2025
Q1 		$3.63M Buy
14,934
+98
+0.7% +$22.4K 4.69% 6
2024
Q4 		$3.75M Buy
+14,836
New +$3.26M 4.04% 10

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Baer Investment Advisory's VEEV Position: Q1 2026 in Review

Baer Investment Advisory reduced its Veeva Systems (VEEV) stake by 1.2% in Q1 2026, selling an estimated $37.9K and leaving 16,093 shares worth $2.83M. The position accounts for 2.82% of the portfolio, ranked #16.

Baer Investment Advisory first reported a position in VEEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.64M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Baer Investment Advisory held 16,093 shares of Veeva Systems worth $2.83M as of Q1 2026.
  • Baer Investment Advisory sold 193 Veeva Systems shares in Q1 2026, an estimated $37.9K.
  • Veeva Systems made up 2.82% of Baer Investment Advisory's portfolio in Q1 2026, its #16 holding.
  • Baer Investment Advisory first reported a position in Veeva Systems in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Veeva Systems position peaked at $4.64M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.