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Capital Asset Advisory Services’s Veeva Systems VEEV Stock Holding History

Capital Asset Advisory Services’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
-1,171
Closed -$279K – 326
2025
Q4 		$279K Sell
1,171
-101
-8% -$26.8K 0.01% 246
2025
Q3 		$379K Sell
1,272
-86
-6% -$24.2K 0.02% 212
2025
Q2 		$384K Buy
1,358
+78
+6% +$19.3K 0.02% 200
2025
Q1 		$290K Buy
1,280
+2
+0.2% +$457 0.01% 226
2024
Q4 		$272K Sell
1,278
-26
-2% -$5.72K 0.01% 263
2024
Q3 		$267K Buy
1,304
+77
+6% +$15.2K 0.01% 270
2024
Q2 		$224K Sell
1,227
-52
-4% -$10.3K 0.01% 294
2024
Q1 		$275K Buy
1,279
+32
+3% +$6.91K 0.02% 257
2023
Q4 		$240K Buy
+1,247
New +$235K 0.01% 270
2022
Q1 		– Sell
-1,157
Closed -$296K – 636
2021
Q4 		$296K Hold
1,157
– – 0.03% 329
2021
Q3 		$333K Buy
1,157
+33
+3% +$10.5K 0.04% 319
2021
Q2 		$350K Buy
1,124
+163
+17% +$45.4K 0.04% 334
2021
Q1 		$251K Buy
961
+837
+675% +$233K 0.04% 374
2020
Q4 		$34K Buy
+124
New +$34.7K 0.01% 713

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

Capital Asset Advisory Services's VEEV Position: Q1 2026 in Review

Capital Asset Advisory Services sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 1,171 shares — an estimated $279K sold.

Capital Asset Advisory Services first reported a position in VEEV in Q4 2020 and held it in 14 quarters. The position peaked at $384K in Q2 2025. 1,018 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Capital Asset Advisory Services reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,171 Veeva Systems shares in Q1 2026, an estimated $279K.
  • Capital Asset Advisory Services first reported a position in Veeva Systems in Q4 2020 and held it in 14 quarters.
  • Capital Asset Advisory Services's Veeva Systems position peaked at $384K in Q2 2025.
  • 1,018 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.