Financial Consulate’s Veeva Systems VEEV Stock Holding History

Financial Consulate’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	$143K	Sell	814 -955	-54%	-$188K	0.02%	179
2025 Q4	$395K	Sell	1,769 -376	-18%	-$99.8K	0.05%	99
2025 Q3	$639K	Buy	+2,145	New	+$604K	0.09%	71
2023 Q2	–	Sell	-1,762	Closed	-$324K	–	113
2023 Q1	$324K	Buy	1,762 +31	+2%	+$5.29K	0.11%	94
2022 Q4	$279K	Buy	1,731 +44	+3%	+$7.52K	0.1%	114
2022 Q3	$278K	Buy	1,687 +494	+41%	+$98.7K	0.12%	93
2022 Q2	$236K	Buy	1,193 +206	+21%	+$37.9K	0.11%	111
2022 Q1	$210K	Buy	+987	New	+$214K	0.08%	125

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

Financial Consulate's VEEV Position: Q1 2026 in Review

Financial Consulate reduced its Veeva Systems (VEEV) stake by 54% in Q1 2026, selling an estimated $188K and leaving 814 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #179.

Financial Consulate first reported a position in VEEV in Q1 2022 and has held it in 8 quarters since. The position peaked at $639K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

Financial Consulate held 814 shares of Veeva Systems worth $143K as of Q1 2026.
Financial Consulate sold 955 Veeva Systems shares in Q1 2026, an estimated $188K.
Veeva Systems made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #179 holding.
Financial Consulate first reported a position in Veeva Systems in Q1 2022 and has held it in 8 quarters since.
Financial Consulate's Veeva Systems position peaked at $639K in Q3 2025.
1,016 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.