Creative Financial Designs’s Veeva Systems VEEV Stock Holding History

Creative Financial Designs’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	$1.23K	Buy	7 +4	+133%	+$786	﹤0.01%	1853
2025 Q4	$670	Hold	3	–	–	﹤0.01%	1871
2025 Q3	$894	Sell	3 -18	-86%	-$5.07K	﹤0.01%	1824
2025 Q2	$6.05K	Hold	21	–	–	﹤0.01%	1482
2025 Q1	$4.86K	Buy	21 +3	+17%	+$686	﹤0.01%	1498
2024 Q4	$3.79K	Hold	18	–	–	﹤0.01%	1481
2024 Q3	$3.78K	Hold	18	–	–	﹤0.01%	1437
2024 Q2	$3.29K	Hold	18	–	–	﹤0.01%	1403
2024 Q1	$4.17K	Hold	18	–	–	﹤0.01%	1352
2023 Q4	$3.46K	Hold	18	–	–	﹤0.01%	1332
2023 Q3	$3.66K	Buy	+18	New	+$3.63K	﹤0.01%	1245
2023 Q2	–	Sell	-40	Closed	-$7.35K	–	1515
2023 Q1	$7.35K	Hold	40	–	–	﹤0.01%	1032
2022 Q4	$6.46K	Hold	40	–	–	﹤0.01%	985
2022 Q3	$7K	Hold	40	–	–	﹤0.01%	976
2022 Q2	$8K	Hold	40	–	–	﹤0.01%	923
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	964
2021 Q4	$10K	Sell	40 -159	-80%	-$46.2K	﹤0.01%	911
2021 Q3	$57K	Hold	199	–	–	0.01%	585
2021 Q2	$62K	Hold	199	–	–	0.01%	548
2021 Q1	$52K	Hold	199	–	–	0.01%	555
2020 Q4	$54K	Hold	199	–	–	0.01%	496
2020 Q3	$56K	Hold	199	–	–	0.01%	444
2020 Q2	$47K	Buy	+199	New	+$39.5K	0.01%	429

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

Creative Financial Designs's VEEV Position: Q1 2026 in Review

Creative Financial Designs increased its Veeva Systems (VEEV) stake by 133% in Q1 2026, buying an estimated $786 and bringing the position to 7 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Creative Financial Designs first reported a position in VEEV in Q2 2020 and has held it in 23 quarters since. The position peaked at $62K in Q2 2021. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Creative Financial Designs held 7 shares of Veeva Systems worth $1.23K as of Q1 2026.
Creative Financial Designs bought 4 Veeva Systems shares in Q1 2026, an estimated $786.
Veeva Systems made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1853 holding.
Creative Financial Designs first reported a position in Veeva Systems in Q2 2020 and has held it in 23 quarters since.
Creative Financial Designs's Veeva Systems position peaked at $62K in Q2 2021.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.