Crewe Advisors’s Veeva Systems VEEV Stock Holding History

Crewe 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	$7.73K	Buy	44 +8	+22%	+$1.57K	﹤0.01%	697
2025 Q4	$8.04K	Buy	36 +2	+6%	+$531	﹤0.01%	662
2025 Q3	$10.1K	Buy	34 +7	+26%	+$1.97K	﹤0.01%	627
2025 Q2	$7.78K	Buy	27 +2	+8%	+$496	﹤0.01%	487
2025 Q1	$5.79K	Hold	25	–	–	﹤0.01%	467
2024 Q4	$5.26K	Hold	25	–	–	﹤0.01%	476
2024 Q3	$5.25K	Buy	+25	New	+$4.94K	﹤0.01%	577
2024 Q2	–	Sell	-9	Closed	-$2.09K	–	1046
2024 Q1	$2.09K	Buy	+9	New	+$1.94K	﹤0.01%	849
2023 Q3	–	Sell	-22	Closed	-$4.35K	–	906
2023 Q2	$4.35K	Sell	22 -30	-58%	-$5.47K	﹤0.01%	480
2023 Q1	$9.56K	Sell	52 -14	-21%	-$2.39K	﹤0.01%	554
2022 Q4	$10.7K	Sell	66 -29	-31%	-$4.96K	﹤0.01%	538
2022 Q3	$16K	Buy	95 +11	+13%	+$2.2K	﹤0.01%	539
2022 Q2	$17K	Buy	+84	New	+$15.5K	﹤0.01%	472

Other funds holding VEEV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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