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
2022 Q3	–	Sell	-2,400	Closed	-$16K	–	2448
2022 Q2	$16K	Sell	2,400 -1,400	-37%	-$258K	﹤0.01%	2162
2022 Q1	$13K	Buy	+3,800	New	+$824K	﹤0.01%	2183
2021 Q2	–	Sell	-10,800	Closed	-$21K	–	2588
2021 Q1	$21K	Hold	10,800	–	–	﹤0.01%	2432
2020 Q4	$16K	Hold	10,800	–	–	﹤0.01%	2203
2020 Q3	$8K	Hold	10,800	–	–	﹤0.01%	2028
2020 Q2	$14K	Hold	10,800	–	–	﹤0.01%	1858
2020 Q1	$33K	Buy	+10,800	New	+$1.58M	﹤0.01%	1677
2019 Q4	–	Sell	-10,800	Closed	-$14K	–	2121
2019 Q3	$14K	Hold	10,800	–	–	﹤0.01%	1884
2019 Q2	$24K	Hold	10,800	–	–	﹤0.01%	1878
2019 Q1	$4K	Hold	10,800	–	–	﹤0.01%	1919
2018 Q4	$68K	Hold	10,800	–	–	﹤0.01%	1680
2018 Q3	$6K	Buy	+10,800	New	+$979K	﹤0.01%	2010
2018 Q2	–	Sell	-4,500	Closed	-$1K	–	2178
2018 Q1	$1K	Buy	+4,500	New	+$291K	﹤0.01%	2029
2017 Q1	–	Sell	-200	Closed	-$2K	–	4918
2016 Q4	$2K	Buy	+200	New	+$8.17K	﹤0.01%	4312

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 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.