Creative Planning
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Creative Planning’s Veeva Systems VEEV Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-8,000
Closed -$316K – 2587
2021
Q1 		$316K Buy
+8,000
New +$2.23M ﹤0.01% 1771
2019
Q3 		– Sell
-1,700
Closed -$124K – 2116
2019
Q2 		$124K Buy
1,700
+200
+13% +$29.1K ﹤0.01% 1719
2019
Q1 		$72K Buy
+1,500
New +$169K ﹤0.01% 1748

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

Creative Planning's VEEV Position: Q1 2026 in Review

Creative Planning increased its Veeva Systems (VEEV) stake by 110% in Q1 2026, buying an estimated $6.68M and bringing the position to 64,797 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #638.

Creative Planning first reported a position in VEEV in Q4 2013 and has held it in 48 quarters since. The position peaked at $19.7M in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Creative Planning held 64,797 shares of Veeva Systems worth $11.4M as of Q1 2026.
  • Creative Planning bought 33,979 Veeva Systems shares in Q1 2026, an estimated $6.68M.
  • Veeva Systems made up 0.01% of Creative Planning's portfolio in Q1 2026, its #638 holding.
  • Creative Planning first reported a position in Veeva Systems in Q4 2013 and has held it in 48 quarters since.
  • Creative Planning's Veeva Systems position peaked at $19.7M in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.