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Beacon Pointe Advisors’s Veeva Systems VEEV Stock Holding History

Beacon Pointe 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 		$576K Buy
3,278
+1,988
+154% +$391K ﹤0.01% 1233
2025
Q4 		$288K Sell
1,290
-5
-0.4% -$1.33K ﹤0.01% 1281
2025
Q3 		$386K Sell
1,295
-1
-0.1% -$281 ﹤0.01% 1100
2025
Q2 		$373K Sell
1,296
-26
-2% -$6.45K ﹤0.01% 975
2025
Q1 		$306K Buy
1,322
+79
+6% +$18.1K ﹤0.01% 1018
2024
Q4 		$261K Buy
+1,243
New +$273K ﹤0.01% 1055
2024
Q3 		– Sell
-1,145
Closed -$210K – 1317
2024
Q2 		$210K Sell
1,145
-4
-0.3% -$794 ﹤0.01% 1179
2024
Q1 		$266K Buy
1,149
+92
+9% +$19.9K ﹤0.01% 1148
2023
Q4 		$203K Sell
1,057
-1,369
-56% -$258K ﹤0.01% 1226
2023
Q3 		$494K Buy
2,426
+429
+21% +$86.4K 0.01% 882
2023
Q2 		$395K Buy
1,997
+32
+2% +$5.84K 0.01% 792
2023
Q1 		$361K Buy
+1,965
New +$335K 0.01% 860
2022
Q2 		– Sell
-1,122
Closed -$238K – 1222
2022
Q1 		$238K Buy
+1,122
New +$243K ﹤0.01% 1064
2021
Q4 		– Sell
-942
Closed -$271K – 1009
2021
Q3 		$271K Sell
942
-87
-8% -$27.6K 0.01% 746
2021
Q2 		$320K Buy
+1,029
New +$287K 0.01% 643

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

Beacon Pointe Advisors's VEEV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Veeva Systems (VEEV) stake by 154% in Q1 2026, buying an estimated $391K and bringing the position to 3,278 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Beacon Pointe Advisors first reported a position in VEEV in Q2 2021 and has held it in 15 quarters since. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Beacon Pointe Advisors held 3,278 shares of Veeva Systems worth $576K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,988 Veeva Systems shares in Q1 2026, an estimated $391K.
  • Veeva Systems made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1233 holding.
  • Beacon Pointe Advisors first reported a position in Veeva Systems in Q2 2021 and has held it in 15 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.