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Forum Financial Management’s Veeva Systems VEEV Stock Holding History

Forum Financial Management’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 		– Sell
-2,314
Closed -$517K – 968
2025
Q4 		$517K Sell
2,314
-347
-13% -$92.1K 0.01% 454
2025
Q3 		$793K Buy
2,661
+494
+23% +$139K 0.01% 294
2025
Q2 		$624K Buy
2,167
+22
+1% +$5.46K 0.01% 336
2025
Q1 		$497K Buy
2,145
+1
+0% +$229 0.01% 375
2024
Q4 		$451K Buy
2,144
+925
+76% +$203K 0.01% 420
2024
Q3 		$256K Buy
1,219
+41
+3% +$8.1K ﹤0.01% 595
2024
Q2 		$216K Buy
1,178
+1
+0.1% +$198 ﹤0.01% 642
2024
Q1 		$273K Hold
1,177
– – ﹤0.01% 543
2023
Q4 		$227K Sell
1,177
-60
-5% -$11.3K ﹤0.01% 586
2023
Q3 		$252K Buy
1,237
+38
+3% +$7.66K 0.01% 487
2023
Q2 		$237K Hold
1,199
– – 0.01% 531
2023
Q1 		$220K Buy
+1,199
New +$205K 0.01% 516
2022
Q3 		– Sell
-1,035
Closed -$205K – 599
2022
Q2 		$205K Sell
1,035
-3
-0.3% -$552 0.01% 521
2022
Q1 		$220K Buy
1,038
+64
+7% +$13.9K 0.01% 527
2021
Q4 		$249K Buy
+974
New +$283K 0.01% 506

Other funds holding VEEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's VEEV Position: Q1 2026 in Review

Forum Financial Management sold out of Veeva Systems (VEEV) in Q1 2026, closing a stake of 2,314 shares — an estimated $517K sold.

Forum Financial Management first reported a position in VEEV in Q4 2021 and held it in 15 quarters. The position peaked at $793K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold VEEV as of Q1 2026.

  • Forum Financial Management reported no remaining Veeva Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,314 Veeva Systems shares in Q1 2026, an estimated $517K.
  • Forum Financial Management first reported a position in Veeva Systems in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Veeva Systems position peaked at $793K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.