Carson Wealth (CWM LLC)’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
61,013
+29,743
| +95% | +$5.84M | 0.03% | 524 |
|
|
2025
Q4 | $6.98M | Sell |
31,270
-22,357
| -42% | -$5.93M | 0.02% | 651 |
|
|
2025
Q3 | $16M | Buy |
53,627
+25,882
| +93% | +$7.28M | 0.05% | 336 |
|
|
2025
Q2 | $7.99M | Buy |
27,745
+18,960
| +216% | +$4.7M | 0.03% | 447 |
|
|
2025
Q1 | $2.04M | Buy |
8,785
+676
| +8% | +$154K | 0.01% | 826 |
|
|
2024
Q4 | $1.71M | Buy |
8,109
+1,339
| +20% | +$294K | 0.01% | 844 |
|
|
2024
Q3 | $1.42M | Buy |
6,770
+2,574
| +61% | +$509K | 0.01% | 847 |
|
|
2024
Q2 | $768K | Buy |
4,196
+1,230
| +41% | +$244K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $687K | Buy |
2,966
+976
| +49% | +$211K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $383K | Buy |
1,990
+130
| +7% | +$24.5K | ﹤0.01% | 1162 |
|
|
2023
Q3 | $378K | Buy |
1,860
+122
| +7% | +$24.6K | ﹤0.01% | 1074 |
|
|
2023
Q2 | $344K | Sell |
1,738
-9
| -0.5% | -$1.64K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $321K | Buy |
1,747
+140
| +9% | +$23.9K | ﹤0.01% | 1036 |
|
|
2022
Q4 | $259K | Sell |
1,607
-263
| -14% | -$44.9K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $308K | Buy |
1,870
+490
| +36% | +$97.9K | ﹤0.01% | 909 |
|
|
2022
Q2 | $273K | Buy |
1,380
+324
| +31% | +$59.6K | ﹤0.01% | 926 |
|
|
2022
Q1 | $224K | Buy |
1,056
+196
| +23% | +$42.5K | ﹤0.01% | 997 |
|
|
2021
Q4 | $220K | Buy |
+860
| New | +$250K | ﹤0.01% | 987 |
|
|
2021
Q2 | $18K | Hold |
58
| – | – | ﹤0.01% | 1846 |
|
|
2021
Q1 | $18K | Hold |
58
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q4 | $18K | Hold |
58
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q3 | $18K | Hold |
58
| – | – | ﹤0.01% | 1844 |
|
|
2020
Q2 | $18K | Hold |
58
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q1 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q4 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q3 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q2 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q1 | $18K | Sell |
58
-56
| -49% | -$6.32K | ﹤0.01% | 1842 |
|
|
2018
Q4 | $10K | Buy |
114
+28
| +33% | +$2.56K | ﹤0.01% | 1345 |
|
|
2018
Q3 | $9K | Hold |
86
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 1120 |
|
|
2018
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 984 |
|
|
2017
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 1106 |
|
|
2017
Q3 | $5K | Buy |
+86
| New | +$5.22K | ﹤0.01% | 1102 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1321 |
|
|
2017
Q1 | $5K | Buy |
+100
| New | +$4.49K | ﹤0.01% | 878 |
|
Other funds holding VEEV
VPM
VCM
LP
Carson Wealth (CWM LLC)'s VEEV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Veeva Systems (VEEV) stake by 95% in Q1 2026, buying an estimated $5.84M and bringing the position to 61,013 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #524.
Carson Wealth (CWM LLC) first reported a position in VEEV in Q1 2017 and has held it in 35 quarters since. The position peaked at $16M in Q3 2025. 1,020 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.
- Carson Wealth (CWM LLC) held 61,013 shares of Veeva Systems worth $10.7M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 29,743 Veeva Systems shares in Q1 2026, an estimated $5.84M.
- Veeva Systems made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #524 holding.
- Carson Wealth (CWM LLC) first reported a position in Veeva Systems in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Veeva Systems position peaked at $16M in Q3 2025.
- 1,020 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.