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CBIZ Investment Advisory Services’s Veeva Systems VEEV Stock Holding History

CBIZ Investment 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
-4
Closed -$893 – 725
2025
Q4 		$893 Hold
4
– – ﹤0.01% 719
2025
Q3 		$1.19K Buy
+4
New +$1.13K ﹤0.01% 608
2025
Q2 		– Sell
-2
Closed -$463 – 763
2025
Q1 		$463 Buy
+2
New +$457 ﹤0.01% 572
2020
Q1 		– Hold
0
– – – 173

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Vanguard Capital Management
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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

CBIZ Investment Advisory Services's VEEV Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 4 shares — an estimated $893 sold.

CBIZ Investment Advisory Services first reported a position in VEEV in Q1 2025 and held it in 3 quarters. The position peaked at $1.19K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 4 Veeva Systems shares in Q1 2026, an estimated $893.
  • CBIZ Investment Advisory Services first reported a position in Veeva Systems in Q1 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Veeva Systems position peaked at $1.19K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.