Exencial Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Exencial Wealth 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	$546K	Buy	+3,107	New	+$610K	0.02%	379
2022 Q2	–	Sell	-1,066	Closed	-$226K	–	467
2022 Q1	$226K	Sell	1,066 -1,945	-65%	-$422K	0.01%	407
2021 Q4	$769K	Buy	3,011 +174	+6%	+$50.6K	0.04%	253
2021 Q3	$818K	Sell	2,837 -1,277	-31%	-$405K	0.04%	205
2021 Q2	$1.28M	Buy	4,114 +377	+10%	+$105K	0.07%	215
2021 Q1	$976K	Buy	3,737 +1,429	+62%	+$398K	0.06%	219
2020 Q4	$628K	Buy	2,308 +973	+73%	+$273K	0.04%	226
2020 Q3	$375K	Buy	+1,335	New	+$352K	0.02%	283

Other funds holding VEEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Exencial Wealth Advisors's VEEV Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Veeva Systems (VEEV) in Q1 2026: 3,107 shares worth $546K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in VEEV as recently as Q1 2022.

Exencial Wealth Advisors first reported a position in VEEV in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2021. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Exencial Wealth Advisors held 3,107 shares of Veeva Systems worth $546K as of Q1 2026.
Veeva Systems was a new Exencial Wealth Advisors position in Q1 2026.
Veeva Systems made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #379 holding.
Exencial Wealth Advisors first reported a position in Veeva Systems in Q3 2020 and has held it in 8 quarters since.
Exencial Wealth Advisors's Veeva Systems position peaked at $1.28M in Q2 2021.
1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.