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Beaird Harris Wealth Management’s Veeva Systems VEEV Stock Holding History

Beaird Harris 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 		– Hold
0
– – – 668
2025
Q4 		– Sell
-3
Closed -$796 – 687
2025
Q3 		$987 Buy
+3
New +$844 ﹤0.01% 575
2024
Q3 		– Sell
-14
Closed -$2.56K – 701
2024
Q2 		$2.56K Buy
+14
New +$2.78K ﹤0.01% 502
2023
Q1 		– Sell
-12
Closed -$1.94K – 738
2022
Q4 		$1.94K Buy
+12
New +$2.05K ﹤0.01% 593

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 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 $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beaird Harris Wealth Management's VEEV Position: Q1 2026 in Review

Beaird Harris Wealth Management held its Veeva Systems (VEEV) position steady in Q1 2026 at 0 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Beaird Harris Wealth Management first reported a position in VEEV in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.56K in Q2 2024. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Beaird Harris Wealth Management held 0 shares of Veeva Systems worth $55 as of Q1 2026.
  • Beaird Harris Wealth Management left its Veeva Systems share count unchanged in Q1 2026.
  • Veeva Systems made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q1 2026, its #668 holding.
  • Beaird Harris Wealth Management first reported a position in Veeva Systems in Q4 2022 and has held it in 3 quarters since.
  • Beaird Harris Wealth Management's Veeva Systems position peaked at $2.56K in Q2 2024.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.