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Caerus Investment Advisors’s Veeva Systems VEEV Stock Holding History

Caerus Investment 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 		$334K Buy
+1,900
New +$373K 0.14% 153
2025
Q4 		– Sell
-3,335
Closed -$994K – 363
2025
Q3 		$994K Buy
+3,335
New +$939K 0.41% 40

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

Caerus Investment Advisors's VEEV Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Veeva Systems (VEEV) in Q1 2026: 1,900 shares worth $334K. The stake represents 0.14% of the portfolio and ranks #153 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in VEEV as recently as Q3 2025.

Caerus Investment Advisors first reported a position in VEEV in Q3 2025 and has held it in 2 quarters since. The position peaked at $994K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Caerus Investment Advisors held 1,900 shares of Veeva Systems worth $334K as of Q1 2026.
  • Veeva Systems was a new Caerus Investment Advisors position in Q1 2026.
  • Veeva Systems made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #153 holding.
  • Caerus Investment Advisors first reported a position in Veeva Systems in Q3 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Veeva Systems position peaked at $994K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.