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Colonial Trust Advisors’s Veeva Systems VEEV Stock Holding History

Colonial Trust 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 		$7.03K Hold
40
– – ﹤0.01% 575
2025
Q4 		$8.93K Hold
40
– – ﹤0.01% 524
2025
Q3 		$11.9K Hold
40
– – ﹤0.01% 478
2025
Q2 		$11.5K Buy
+40
New +$9.92K ﹤0.01% 496
2024
Q1 		– Sell
-25
Closed -$4.81K – 1083
2023
Q4 		$4.81K Hold
25
– – ﹤0.01% 613
2023
Q3 		$5.09K Hold
25
– – ﹤0.01% 604
2023
Q2 		$4.94K Buy
+25
New +$4.56K ﹤0.01% 632

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

Colonial Trust Advisors's VEEV Position: Q1 2026 in Review

Colonial Trust Advisors held its Veeva Systems (VEEV) position steady in Q1 2026 at 40 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Colonial Trust Advisors first reported a position in VEEV in Q2 2023 and has held it in 7 quarters since. The position peaked at $11.9K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Colonial Trust Advisors held 40 shares of Veeva Systems worth $7.03K as of Q1 2026.
  • Colonial Trust Advisors left its Veeva Systems share count unchanged in Q1 2026.
  • Veeva Systems made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #575 holding.
  • Colonial Trust Advisors first reported a position in Veeva Systems in Q2 2023 and has held it in 7 quarters since.
  • Colonial Trust Advisors's Veeva Systems position peaked at $11.9K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.