CA
VEEV icon

Clearstead Advisors’s Veeva Systems VEEV Stock Holding History

Clearstead 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 		$918K Buy
5,227
+508
+11% +$99.8K 0.01% 542
2025
Q4 		$1.05M Sell
4,719
-705
-13% -$187K 0.01% 464
2025
Q3 		$1.62M Buy
5,424
+1,837
+51% +$517K 0.02% 358
2025
Q2 		$1.03M Buy
3,587
+751
+26% +$186K 0.01% 434
2025
Q1 		$657K Sell
2,836
-1,039
-27% -$237K 0.01% 510
2024
Q4 		$815K Sell
3,875
-14
-0.4% -$3.08K 0.01% 456
2024
Q3 		$816K Buy
3,889
+25
+0.6% +$4.94K 0.01% 457
2024
Q2 		$707K Buy
3,864
+3,691
+2,134% +$733K 0.01% 469
2024
Q1 		$35.3K Hold
173
– – ﹤0.01% 844
2023
Q4 		$33.3K Sell
173
-286
-62% -$53.9K ﹤0.01% 844
2023
Q3 		$93.4K Buy
459
+232
+102% +$46.7K ﹤0.01% 746
2023
Q2 		$44.9K Sell
227
-133
-37% -$24.3K ﹤0.01% 749
2023
Q1 		$66.2K Sell
360
-125
-26% -$21.3K ﹤0.01% 601
2022
Q4 		$78.3K Buy
485
+200
+70% +$34.2K 0.01% 549
2022
Q3 		$47K Sell
285
-17
-6% -$3.4K ﹤0.01% 620
2022
Q2 		$60K Sell
302
-110
-27% -$20.2K ﹤0.01% 585
2022
Q1 		$88K Buy
412
+328
+390% +$71.2K 0.01% 573
2021
Q4 		$21K Sell
84
-270
-76% -$78.5K ﹤0.01% 824
2021
Q3 		$102K Buy
354
+270
+321% +$85.7K 0.01% 480
2021
Q2 		$26K Sell
84
-23
-21% -$6.41K ﹤0.01% 667
2021
Q1 		$28K Buy
+107
New +$29.8K ﹤0.01% 622

Other funds holding VEEV

BlackRock
BlackRock New York $5.7T 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