Continuum Advisory’s Veeva Systems VEEV Stock Holding History

Continuum Advisory’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	-926	Closed	-$207K	–	481
2025 Q4	$207K	Buy	+926	New	+$246K	0.02%	437
2025 Q2	–	Sell	-419	Closed	-$97.1K	–	1529
2025 Q1	$97.1K	Sell	419 -25	-6%	-$5.71K	0.01%	533
2024 Q4	$93.4K	Buy	444 +16	+4%	+$3.52K	0.01%	531
2024 Q3	$98.3K	Buy	428 +71	+20%	+$14K	0.01%	526
2024 Q2	$65.3K	Buy	357 +14	+4%	+$2.78K	0.01%	568
2024 Q1	$69.9K	Buy	+343	New	+$74K	0.01%	547
2023 Q4	–	Sell	-1,026	Closed	-$209K	–	490
2023 Q3	$209K	Buy	1,026 +1	+0.1%	+$201	0.03%	423
2023 Q2	$203K	Buy	+1,025	New	+$187K	0.03%	432
2020 Q3	–	Sell	-1,090	Closed	-$264K	–	161
2020 Q2	$264K	Buy	+1,090	New	+$216K	0.17%	114

Other funds holding VEEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Advisory's VEEV Position: Q1 2026 in Review

Continuum Advisory sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 926 shares — an estimated $207K sold.

Continuum Advisory first reported a position in VEEV in Q2 2020 and held it in 9 quarters. The position peaked at $264K in Q2 2020. 1,017 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Continuum Advisory reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
Continuum Advisory sold 926 Veeva Systems shares in Q1 2026, an estimated $207K.
Continuum Advisory first reported a position in Veeva Systems in Q2 2020 and held it in 9 quarters.
Continuum Advisory's Veeva Systems position peaked at $264K in Q2 2020.
1,017 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.