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BOK Financial Private Wealth’s Veeva Systems VEEV Stock Holding History

BOK Financial Private Wealth’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
-149
Closed -$33.3K – 512
2025
Q4 		$33.3K Buy
+149
New +$39.5K ﹤0.01% 320
2024
Q4 		– Sell
-42
Closed -$8.81K – 685
2024
Q3 		$8.81K Hold
42
– – ﹤0.01% 399
2024
Q2 		$7.69K Hold
42
– – ﹤0.01% 386
2024
Q1 		$9.73K Buy
+42
New +$9.06K ﹤0.01% 364

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

BOK Financial Private Wealth's VEEV Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 149 shares — an estimated $33.3K sold.

BOK Financial Private Wealth first reported a position in VEEV in Q1 2024 and held it in 4 quarters. The position peaked at $33.3K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 149 Veeva Systems shares in Q1 2026, an estimated $33.3K.
  • BOK Financial Private Wealth first reported a position in Veeva Systems in Q1 2024 and held it in 4 quarters.
  • BOK Financial Private Wealth's Veeva Systems position peaked at $33.3K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.